Hybrid Financial Advisor Tailored Plans And Growth

Manulife Philippines; Lapu-Lapu; Hybride; PHP 300 000 - 450 000; Plein temps

Résumé du poste

Manulife Philippines is seeking a dedicated Financial Advisor for a full-time role in Dumaguete with hybrid work flexibility. You will provide tailored financial guidance to individuals and families, assessing needs and designing plans that align with goals and risk tolerance.

As a trusted advisor, you will meet clients, explain insurance and investment solutions, review plans periodically, and stay compliant with regulations while building a strong client portfolio through networking.

Responsabilités

• meeting clients, explaining insurance and investment solutions, reviewing plans periodically, and staying compliant with regulations while building a strong client portfolio through networking.

Description du poste

Job Description

Manulife Philippines is seeking a dedicated Financial Advisor for a full-time role in Dumaguete with hybrid work flexibility. You will provide tailored financial guidance to individuals and families, assessing needs and designing plans that align with goals and risk tolerance.

Responsibilities

Responsibilities include meeting clients, explaining insurance and investment solutions, reviewing plans periodically, and staying compliant with regulations while building a strong client portfolio through networking.