Licensed Financial Consultant

PRU LIFE – Team Zyrine; Makati; On-site; PHP 279,000 - 446,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Incentives

Quarterly Gifts

Annual Company Trip

Retirement Plan

Flexible Hours

Work from Home

Maternity & Paternity Leave

Sick Leave

Vacation Leave

Job summary

A financial services company in Makati is seeking a Licensed Financial Consultant. This hybrid role offers a chance to advise clients on achieving their financial goals. Candidates should have a degree and strong communication skills. Sales experience is a plus, but training will be provided. The company offers competitive commission and performance bonuses, along with flexible hours and various benefits.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Strong interpersonal and communication skills.

Responsibilities

• Conduct financial analysis and assessments to understand client’s financial situations, goals, and risk tolerance.
• Develop and implement comprehensive financial plans, including investment, tax, retirement, estate, and insurance planning.
• Provide expert advice on financial products and services, such as investments, insurance, and annuities.
• Build and maintain strong relationships with clients, providing ongoing support and guidance.
• Stay up-to-date with industry developments, regulatory changes, and market trends to maintain expertise.
• Collaborate with other financial professionals, such as attorneys, accountants, and bankers, to provide comprehensive financial solutions.
• Prepare and present financial reports, proposals, and recommendations to clients.
• Ensure compliance with regulatory requirements, industry standards, and company policies.

Skills

Financial planning and analysis

Investment and portfolio management

Risk management and insurance planning

Tax planning and compliance

Retirement and estate planning

Communication and interpersonal skills

Analytical and problem-solving skills

Time management and organizational skills

Education

Bachelor's degree in finance, accounting, business, or a related field

Job description

Job Description

Hybrid - Makati No Exp Required Bachelor Part-time

Overview

A Licensed Financial Consultant provides expert financial guidance to individuals, families, and businesses, helping them achieve their financial goals and secure their financial futures. They assess client’s financial situations, develop personalized financial plans, and recommend appropriate financial products and services.

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives, Quarterly Gifts

Insurance Health & Wellness

Others

Annual Company Trip, Retirement Plan, Office Parties

Professional Development

Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation Leave

Work-Life Balance

Flexible Hours, Work from Home

What We Offer

• Competitive commission, incentives and bonus structure
• Retirement savings plan
• Collaborative and dynamic work environment

Key Responsibilities

• Conduct financial analysis and assessments to understand client’s financial situations, goals, and risk tolerance.
• Develop and implement comprehensive financial plans, including investment, tax, retirement, estate, and insurance planning.
• Provide expert advice on financial products and services, such as investments, insurance, and annuities.
• Build and maintain strong relationships with clients, providing ongoing support and guidance.
• Stay up-to-date with industry developments, regulatory changes, and market trends to maintain expertise.
• Collaborate with other financial professionals, such as attorneys, accountants, and bankers, to provide comprehensive financial solutions.
• Prepare and present financial reports, proposals, and recommendations to clients.
• Ensure compliance with regulatory requirements, industry standards, and company policies.

Skills

• Financial planning and analysis
• Investment and portfolio management
• Risk management and insurance planning
• Tax planning and compliance
• Retirement and estate planning
• Communication and interpersonal skills
• Analytical and problem-solving skills
• Time management and organizational skills

Education

• Bachelor's degree in finance, accounting, business, or a related field.

Qualifications

• Bachelor’s degree in any degree will be considered for qualified candidates
• Strong interpersonal and communication skills, both verbal and written
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations
• Self-motivated, goal-oriented, and able to work independently or as part of a team
• Sales experience is an advantage but not required—training will be provided
• Open to fresh graduates and career shifters passionate about helping others achieve financial security

How to Apply

If you are a motivated and experienced financial professional looking for a new challenge, please submit your resume. We look forward to hearing from you!