Remote Financial Consultant — Build Wealth & Plans

AAA Legacy Group (Manulife Agency); Cavite City; Hybrid; PHP 201,000 - 335,000; Full time

Job summary

A financial services agency is looking for a Financial Consultant in Cavite, Philippines. This role offers a flexible work setup, including remote and hybrid options. You will meet with clients to understand their financial goals and recommend suitable insurance and investment solutions. The position requires no prior experience as comprehensive training is provided. Ideal candidates are those eager to build client relationships and develop tailored financial strategies. Performance incentives and career growth opportunities are available.

Qualifications

• No prior experience required, but skills in client engagement and financial assessment are essential.
• Ability to build long-term client relationships based on trust is crucial.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop tailored strategies for retirement planning and wealth management.
• Provide after-sales service including policy reviews and claims assistance.

Job description

A financial services agency is looking for a Financial Consultant in Cavite, Philippines. This role offers a flexible work setup, including remote and hybrid options. You will meet with clients to understand their financial goals and recommend suitable insurance and investment solutions. The position requires no prior experience as comprehensive training is provided. Ideal candidates are those eager to build client relationships and develop tailored financial strategies. Performance incentives and career growth opportunities are available.