Financial Consultant

Nilds Lending Services; Davao del Sur; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services firm in Davao del Sur is seeking a Financial Consultant to provide comprehensive financial guidance to clients, analyze their financial situations, and achieve sales targets. The ideal candidate will possess a Bachelor's degree in a related field and 1-3 years of experience in a client-facing role. Strong analytical and interpersonal skills are essential for success in this role.

Qualifications

• 1-3 years of experience in financial services, preferably in a client-facing role.
• Strong work ethic and a results-oriented approach.
• Ability to work independently and as part of a team.

Responsibilities

• Provide comprehensive financial guidance to clients and maintain strong client relationships while achieving sales targets.
• Analyze client financial situations and educate clients on financial planning concepts.

Skills

Analytical skills

Interpersonal skills

Presentation skills

Proficient in Microsoft Office Suite

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

Financial planning software

Job description

Job Description

• This position is responsible for providing comprehensive financial guidance to clients, building and maintaining strong client relationships, and achieving sales targets. The Financial Consultant will analyze client financial situations, recommend appropriate financial products and services, and educate clients on financial planning concepts.

Responsibilities

• Provide comprehensive financial guidance to clients and maintain strong client relationships while achieving sales targets.
• Analyze client financial situations and educate clients on financial planning concepts.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field preferred.
• 1-3 years of experience in financial services, preferably in a client-facing role.
• Strong analytical and problem-solving skills.
• Excellent communication, interpersonal, and presentation skills.
• Proficient in Microsoft Office Suite and financial planning software.
• Ability to build and maintain strong client relationships.
• Strong work ethic and a results-oriented approach.
• Ability to work independently and as part of a team.