Financial Advisor (Part-Time)

Imperium Blaze Life Insurance Agency Inc.; Makati; On-site; PHP 179,000 - 290,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Incentives

HMO

Job summary

A financial services agency in Makati is seeking a part-time advisor to provide financial planning and investment advice. The role requires a Bachelor's degree in Finance or related fields, and no prior experience is needed. Candidates must have strong analytical and communication skills to effectively assist clients with their financial goals. Competitive commission and performance bonuses are offered, along with opportunities for professional development.

Qualifications

• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• High ethical standards and integrity.

Responsibilities

• Provide financial planning and investment advice to clients.
• Assist clients in developing personal budgets and financial goals.
• Monitor clients' financial portfolios and provide updates.
• Conduct market research to identify opportunities and trends affecting clients’ investments.
• Educate clients on various financial products and services available to them.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Job description

Imperium Blaze Life Insurance Agency Inc.

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Professional Development

Read More

• Provide financial planning and investment advice to clients based on their individual needs.
• Assist clients in developing personal budgets and financial goals.
• Monitor clients' financial portfolios and provide updates on investment performances.
• Conduct market research to identify opportunities and trends affecting clients’ investments.
• Educate clients on various financial products and services available to them.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: No previous experience required, but internships or coursework in financial services is a plus.
• Skills and Competencies: Strong analytical skills and attention to detail.
• Skills and Competencies: Excellent communication and interpersonal skills to build strong client relationships.
• Qualities and Traits: High ethical standards and integrity in providing financial advice.
• Qualities and Traits: Self-motivated with a proactive approach to client acquisition and retention.