Trusted Financial Advisor: Plans & Retirement Guidance

Imperium Blaze Life Insurance Agency Inc.; Makati; On-site; PHP 300,000 - 540,000; Full time

Job summary

A financial services firm in Makati is looking for a Financial Consultant to help clients build a secure financial future. You will assess client needs, recommend tailored financial plans, and maintain long-term relationships while achieving business goals. Ideal candidates should have a Bachelor's degree and demonstrate strong communication and interpersonal skills. This role also requires a client-focused attitude and ethical behavior, ensuring compliance with all regulations. Interested applicants should provide their details and preferences for orientation.

Qualifications

• Bachelor’s degree in any field.
• High-energy, jolly, and people-oriented personality.
• Strong communication and interpersonal skills.
• Client-focused and results-driven mindset.
• Professional, ethical, and self-motivated.

Responsibilities

• Assess clients’ financial goals, needs, and risk profile.
• Create and recommend personalized financial plans.
• Provide clear advice on insurance, investments, savings, and retirement solutions.
• Build and maintain long-term client relationships.
• Prospect and acquire new clients through referrals and networking.
• Educate clients on basic financial planning concepts.
• Ensure compliance with regulatory and documentation requirements.
• Participate in continuous training and professional development.

Job description

A financial services firm in Makati is looking for a Financial Consultant to help clients build a secure financial future. You will assess client needs, recommend tailored financial plans, and maintain long-term relationships while achieving business goals. Ideal candidates should have a Bachelor's degree and demonstrate strong communication and interpersonal skills. This role also requires a client-focused attitude and ethical behavior, ensuring compliance with all regulations. Interested applicants should provide their details and preferences for orientation.