Financial Consultant

Alexandrite 2 Summit Life Insurance Agency - Team Nash

Makati

On-site

PHP 279,000 - 446,000

Full time

14 days+

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Job summary

A financial services agency in Metro Manila seeks a candidate to deliver personalized investment solutions and provide financial planning support to clients. Responsibilities include preparing financial plans, addressing inquiries, and supporting client relationships. Ideal candidates should hold a Bachelor's degree and possess strong interpersonal skills. Sales and marketing experience is a plus but not necessary.

Qualifications

Strong understanding of the investment business.
Excellent interpersonal skills.
Willing to be trained.
Residing around Metro Manila or nearby provinces.
Willing to be trained.
Experience with Sales and Marketing is an advantage but not necessary.

Responsibilities

Provide financial planning support to clients.
Support investment professionals in cultivating client relationships.
Prepare financial plans and check their accuracy.
Address clients' inquiries and concerns.

Skills

Interpersonal skills

Understanding of the investment business

Sales and Marketing experience

Education

Bachelor's degree (any course)

Diploma

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities