Financial Consultant

Alexandrite 2 Summit Life Insurance Agency

Makati

On-site

PHP 450,000 - 600,000

Full time

2 days ago

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Job summary

Alexandrite 2 Summit Life Insurance Agency is seeking a candidate to deliver personalized investment solutions and help clients work toward long-term financial goals. You will create financial plans and verify their accuracy to ensure trustworthy advice.

You will support investment professionals, address client inquiries, and contribute to cultivating strong relationships. Ideal candidates hold a bachelor's degree and reside in Metro Manila or nearby areas, with willingness to be trained.

Qualifications

Bachelor's degree in any field.
Strong understanding of the investment business.
Excellent interpersonal skills.
SSS Number, TIN ID, and Valid ID may be required.
Residing around Metro Manila or nearby provinces.

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

Investment understanding

Sales & marketing

Education

Bachelor's degree (any course)

Job description

About the role

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.

Key responsibilities