Financial Consultant

Imperium Blaze Life Insurance Agency Inc.; Makati; On-site; PHP 240,000 - 480,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Flexible Hours

Incentives

Quarterly Gifts

Health Insurance

Flexible Hours

Work from Home

Office Parties

Job summary

A life insurance agency seeks a Financial Advisor to help clients achieve their financial goals through personalized advice on savings, investments, and insurance. The role involves developing customized financial plans, educating clients, and maintaining long-term relationships. Candidates should have a bachelor's degree in Finance or related fields, strong communication skills, and a client-driven approach. This full-time position is on-site in Makati with performance-based incentives and flexible hours.

Qualifications

• Licensed or willing to obtain required financial/insurance licenses.
• Ability to explain complex financial concepts simply.
• Goal-driven, disciplined, and client-focused.
• Goal-driven, disciplined, and client-focused.
• Ability to explain complex financial concepts in simple terms.
• Financial planning and analysis.
• Client relationship management.
• Sales and negotiation.
• Time management and self-discipline.
• Ethical judgment and professionalism.
• Office-based with client meetings; hybrid or field work may apply.
• Performance-based incentives and commission structure.

Responsibilities

• Assess clients’ financial needs and goals.
• Develop customized financial plans.
• Provide guidance on investments and retirement.
• Educate clients on financial products and market conditions.
• Build and maintain long-term client relationships through regular reviews and follow-ups.
• Acquire new clients through referrals, networking, and marketing activities.
• Ensure compliance with company policies, industry regulations, and ethical standards.
• Prepare reports, proposals, and documentation accurately and on time.

Skills

Strong communication

Client relationship management

Sales and negotiation

Time management

Disciplined

Client-focused

Explain financial concepts

Sales and negotiation

Time management

Ethical judgment

Education

Bachelor's degree in Finance, Business, or Economics

Tools

Licenses for financial products

Job description

Overview

Imperium Blaze Life Insurance Agency Inc. On-site - Makati No Exp Required Bachelor Full-time

Job Description

A Financial Advisor helps individuals and families achieve their financial goals by providing personalized advice on savings, investments, insurance, retirement, and wealth protection. The role focuses on building long-term client relationships while delivering ethical, compliant, and goal-based financial solutions.

Responsibilities

1. Assess clients’ financial needs, goals, risk tolerance, and current financial situation.
2. Develop and recommend customized financial plans and strategies.
3. Provide guidance on insurance, investments, retirement, education, and estate planning.
4. Educate clients on financial products and market conditions.
5. Build and maintain long-term client relationships through regular reviews and follow-ups.
6. Acquire new clients through referrals, networking, and marketing activities.
7. Ensure compliance with company policies, industry regulations, and ethical standards.
8. Prepare reports, proposals, and documentation accurately and on time.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field (preferred).
• Licensed or willing to obtain required financial/insurance licenses.
• Strong communication, presentation, and interpersonal skills.
• Goal-driven, disciplined, and client-focused.
• Ability to explain complex financial concepts in simple terms.
• Financial planning and analysis.
• Client relationship management.
• Sales and negotiation.
• Time management and self-discipline.
• Ethical judgment and professionalism.
• Office-based with client meetings; hybrid or field work may apply.
• Performance-based incentives and commission structure.

Benefits / Work Environment

• Employee Recognition and Rewards: Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts.
• Insurance Health & Wellness: Health Insurance.
• Work-Life Balance: Flexible Hours, Work from Home.
• Others: Office Parties.

Working Location

On-site in Makati. If the position requires you to work overseas, please be vigilant and beware of fraud.

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