Financial Consultant - (Candon, Ilocos)

FWD Life Insurance Corporation; Taguig; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services firm in Metro Manila seeks a Financial Advisor to provide expert financial advice, analyze client situations, and develop tailor-made investment strategies. The ideal candidate has a Bachelor's degree in a related field and 1-3 years of experience. Strong sales, communication, and interpersonal skills are essential for maintaining client relationships and ensuring satisfaction.

Qualifications

• 1-3 years of experience in financial consulting or related fields.
• Strong ability to work effectively as a financial advisor.
• Client-focused approach with excellent communication skills.

Responsibilities

• Provide expert financial advice to clients.
• Analyze clients' financial situations and develop tailored strategies.
• Maintain strong client relationships to ensure customer satisfaction.

Skills

Sales skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Job description

Description

• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze clients' financial situations and develop tailored investment strategies.
• Prepare and present comprehensive financial plans that suit clients' needs.
• Educate clients on various financial products and services.
• Maintain strong client relationships and ensure high levels of customer satisfaction.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 1-3 years of experience in financial consulting or related fields.
• Skills and Competencies: Strong sales skills and ability to work effectively as a financial advisor.
• Qualities and Traits: Excellent communication and interpersonal skills with a client-focused approach.