Wealth Planner & Insurance Advisory Pro

Axis Life Insurance Agency Inc. - PRU LIFE UK; Mandaluyong; On-site; PHP 360,000 - 600,000; Full time

Job summary

A financial services company in Metro Manila is seeking a Financial Advisor to assist clients with financial planning, insurance solutions, and investment strategies. The ideal candidate should possess a bachelor’s degree and have potential in sales and negotiation. Responsibilities include analyzing financial goals, recommending insurance policies, and managing client relationships. This role can be commission-based and may require travel.

Qualifications

• Bachelor's degree in any field required.
• Potential in sales and negotiation essential.
• Basic understanding of investment strategies necessary.

Responsibilities

• Analyze clients’ financial goals and develop customized plans.
• Assess clients’ insurance needs and recommend suitable policies.
• Build and maintain long-term client relationships.
• Generate leads and grow client portfolios.

Skills

Sales skills

Negotiation skills

Interpersonal skills

Financial market knowledge

Education

Bachelor’s degree

Job description

A financial services company in Metro Manila is seeking a Financial Advisor to assist clients with financial planning, insurance solutions, and investment strategies. The ideal candidate should possess a bachelor’s degree and have potential in sales and negotiation. Responsibilities include analyzing financial goals, recommending insurance policies, and managing client relationships. This role can be commission-based and may require travel.