Financial Consultant

HRTx Inc; Philippines; On-site; PHP 200,000 - 350,000; Full time

Job summary

HRTx Inc. is seeking a Financial Consultant in the Visayas area to help clients secure their financial future by offering tailored insurance and financial plans. You will assess client needs, present suitable products, and build lasting relationships.

The role emphasizes achieving sales targets while maintaining regulatory compliance and professional development.

Qualifications

• Graduate of any Bachelor's Degree.
• At least 1 year of work experience.
• Strong communication and interpersonal skills.
• Knowledge of insurance or financial services is an advantage.
• Willingness to learn, be trained, and develop professionally.

Responsibilities

• Identify and connect with potential clients.
• Assess clients' financial needs and recommend solutions.
• Present and explain insurance and financial products clearly.
• Conduct financial analysis and propose suitable products and services.
• Build and maintain long-term client relationships.
• Achieve sales targets and support business growth.
• Ensure compliance with financial regulations and ethical standards.

Skills

Strong communication

Interpersonal skills

Insurance knowledge

Education

Bachelor's degree

Job description

Job Title: Financial Consultant

Location: Visayas area

Work Schedule: Day Shift

About the job:

The Financial Consultant, is responsible for helping clients achieve financial security by providing professional advice and recommending suitable insurance and financial solutions. This role focuses on assessing clients' financial needs and offering tailored plans for financial protection, health coverage, and investment plans.

Key Responsibilities:

• Day-to-day tasks include strategically identifying and connecting with potential clients.
• Assess clients' financial needs and recommend financial solutions.
• Present and explain insurance and financial products clearly and effectively.
• Conduct financial analysis and recommend appropriate financial products and services to clients.
• Build and maintain long-term client relationships.
• Achieve sales targets and support business growth.
• Ensure compliance with financial regulations and ethical standards.

Qualifications:

• Graduate of any Bachelor's Degree
• At least 1 year of work experience
• Strong communication and interpersonal skills
• Knowledge of insurance or financial services is an advantage
• Willingness to learn, be trained, and develop professionally.