Wealth Solutions Consultant

One Journey Networking; Davao del Sur; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial consulting firm in the Philippines is seeking a Sales Consultant to help clients achieve their financial goals. You will build lasting relationships, assess financial needs, and offer customized investment, retirement, and insurance solutions. The ideal candidate has strong sales experience, exceptional communication abilities, and a Bachelor's degree in finance or business. Competitive compensation is provided.

Qualifications

• Proven experience in sales, financial advising, or a related field.
• Strong understanding of financial products, investment strategies, and wealth management.
• Ability to build trust and rapport with clients.

Responsibilities

• Guide clients in making informed financial decisions.
• Build lasting relationships and identify financial needs.
• Offer tailored investment, retirement, and insurance solutions.

Skills

Sales Experience

Financial Advising

Communication Skills

Interpersonal Skills

Presentation Skills

Integrity

Motivation

Education

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

Job description

A financial consulting firm in the Philippines is seeking a Sales Consultant to help clients achieve their financial goals. You will build lasting relationships, assess financial needs, and offer customized investment, retirement, and insurance solutions. The ideal candidate has strong sales experience, exceptional communication abilities, and a Bachelor's degree in finance or business. Competitive compensation is provided.