Financial Consultant

Global One Life Insurance Agency; Taguig; On-site; PHP 203,112 - 243,288; Full time

Benefits offered by this job

Flexible working hours

Work from home setup

Job summary

A financial services firm in Metro Manila is seeking a Financial Advisor to assist clients with financial planning and investment strategies. Responsibilities include analyzing financial data, developing plans, and providing ongoing support. The role encourages entry-level candidates with strong networking and communication skills to apply. A flexible, work-from-home setup is available.

Qualifications

• Recent graduates or entry-level candidates welcome.
• Strong communication and analytical thinking abilities are essential.
• Proactive attitude to solving problems and meeting client needs.

Responsibilities

• Analyze clients’ financial data and goals.
• Provide tailored investment and savings strategies.
• Monitor market trends and economic conditions.
• Develop comprehensive financial plans.
• Maintain client relationships.
• Assist clients with retirement and estate planning.
• Stay updated on industry regulations.

Skills

Networking skills

People-oriented

Team player

Willingness to learn

Resilience

Growth mindset

Education

Bachelor’s degree in any course or field

Job description

Overview

Assist clients with funny planning, provide investment advice, and develop tailored financial strategies.

Responsibilities

• Analyze clients’ financial data and goals.
• Provide tailored investment and savings strategies.
• Monitor market trends and economic conditions.
• Develop comprehensive financial plans.
• Maintain client relationships and offer ongoing support.
• Assist clients with retirement and estate planning.
• Stay updated on industry regulations and compliance.

Qualifications and Requirements

• Educational Qualifications: Bachelor’s degree in any course or field.
• Experience Level: No prior experience required; entry-level candidates encouraged to apply.
• Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth m-oriented mindset.
• Working Conditions: Work from home set-up, flexible hours.
• Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.