Looking for Financial Advisor - Batangas City

Private Advertiser; Batangas City; On-site; PHP 167,000 - 391,000; Full time

Job summary

Private Advertiser in Batangas City, Philippines, is seeking a financial advisor to assess clients’ financial needs and provide tailored advice on insurance, savings, investments, and retirement planning. You will build and maintain relationships with clients, identify new prospects, and conduct meetings to present financial products and services.

The role involves preparing personalized financial plans, monitoring progress, achieving sales targets, and keeping accurate records in line with

Responsibilities

• Assess clients’ financial needs, goals, and current financial situations.
• Provide financial advice and recommend appropriate insurance, savings, investment, and retirement planning solutions within the scope of the role and applicable licensing requirements.
• Develop and maintain strong relationships with new and existing clients.
• Identify potential clients through networking, referrals, and other prospecting activities.
• Conduct client meetings and presentations to explain financial products and services.
• Prepare personalized financial plans based on clients’ needs and objectives.
• Monitor clients’ financial plans and recommend adjustments when necessary.
• Meet individual and team sales targets and performance objectives.
• Maintain accurate client records and comply with company policies, confidentiality requirements, and applicable financial regulations.
• Stay updated on financial products, industry trends, and relevant regulations.

Job description

Key Responsibilities

• Assess clients’ financial needs, goals, and current financial situations.

• Provide financial advice and recommend appropriate insurance, savings, investment, and retirement planning solutions within the scope of the role and applicable licensing requirements.

• Develop and maintain strong relationships with new and existing clients.

• Identify potential clients through networking, referrals, and other prospecting activities.

• Conduct client meetings and presentations to explain financial products and services.

• Prepare personalized financial plans based on clients’ needs and objectives.

• Monitor clients’ financial plans and recommend adjustments when necessary.

• Meet individual and team sales targets and performance objectives.

• Maintain accurate client records and comply with company policies, confidentiality requirements, and applicable financial regulations.

• Stay updated on financial products, industry trends, and relevant regulations.