Financial Advisor – Flexible, Remote Training & Growth

AAA Legacy Group (Manulife Agency); Cavite City; Hybrid; PHP 167,000 - 335,000; Full time

Job summary

A leading financial services firm is seeking motivated individuals for a hybrid role in Cavite. The position doesn't require prior experience, making it ideal for fresh graduates or those looking for a career shift. Key responsibilities include engaging with clients to assess their financial goals and proposing tailored investment solutions. Comprehensive training and mentorship are provided, allowing you to build lasting client relationships and achieve performance targets for commissions and bonuses.

Qualifications

• No prior experience required, ideal for fresh graduates or career shifters.
• Strong communication and interpersonal skills for client engagement.
• Ability to develop customized financial strategies.

Responsibilities

• Meet clients to understand financial goals.
• Assess current financial situations and provide tailored strategies.
• Prospect for new clients and achieve performance targets.

Skills

Client relationship building

Financial assessment

Sales proficiency

Education

Diploma

Job description

A leading financial services firm is seeking motivated individuals for a hybrid role in Cavite. The position doesn't require prior experience, making it ideal for fresh graduates or those looking for a career shift. Key responsibilities include engaging with clients to assess their financial goals and proposing tailored investment solutions. Comprehensive training and mentorship are provided, allowing you to build lasting client relationships and achieve performance targets for commissions and bonuses.