Financial Consultant - (Bulacan)

FWD Life Insurance Corporation; Taguig; On-site; PHP 334,800 - 502,200; Full time

Job summary

FWD Life Insurance Corporation is seeking a dedicated financial consultant to join our team in Taguig. The role requires analyzing client financial situations and developing personalized strategies while providing expert advice on investment opportunities.

The ideal candidate will have 1-3 years of experience, a Bachelor’s degree in Finance or Economics, and excellent communication skills. This is a full-time position located at 19/F, The W Fifth Avenue, Taguig, Metro Manila, Philippines.

Qualifications

• 1-3 years of experience in financial consulting or advisory roles.
• Proficient in developing personalized financial strategies.
• Strong understanding of investment opportunities and financial products.

Responsibilities

• Analyze client financial situations and develop personalized strategies.
• Provide expert advice on investment opportunities.
• Build strong relationships with clients to understand their financial goals.
• Educate clients on their financial options.
• Monitor and review clients’ financial plans and make adjustments as necessary.

Skills

Strong sales and customer service skills

Proficient in financial analysis

Excellent communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Economics, or a related field

Job description

On-site - Taguig. 1-3 Years Experience. Bachelor. Full-time.

Responsibilities

• Analyze client financial situations and develop personalized financial strategies.
• Provide expert advice on investment opportunities and financial products.
• Build strong relationships with clients to understand their financial goals.
• Educate clients on their financial options and services provided.
• Monitor and review clients’ financial plans and make adjustments as necessary.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: 1-3 years of experience in financial consulting or advisory roles.
• Skills and Competencies: Strong sales and customer service skills.
• Skills and Competencies: Proficient in financial analysis and investment strategies.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Working Conditions: Comfortable working in a fast-paced, client-focused environment.

Working Location

19/F, The W Fifth Avenue, H23X+8GG, 5th Ave, Taguig, Metro Manila, Philippines

Contact: Talent Acquisition Coordinator, FWD Life Insurance Corporation