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Financial Advisor at Financial Consultant/Advisor
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Home›Jobs›IT & Software›Financial Advisor

F

Financial Advisor

Financial Consultant/Advisor

RemoteFull timeMid levelPosted today
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About the role

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals in cultivating client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree (any course)
  • Bank Branch Managers or Relationship Manager
  • Strong understanding of the investment business
  • Experience with Sales and Marketing is required.
  • Excellent interpersonal skills
  • Residing around Metro Manila or Near provinces
  • Willing to be Trained

Benefits:

  • Signing bonus up to Php 40,000 monthly income plus commission
  • Work anywhere, anytime
  • Quarterly bonuses and cash incentives
  • All expenses paid for local and international trips
  • Career growth and support culture

About the company

Alexandrite 2 Summit Life Insurance Company is the number 1 life insurance agency in terms of New Business Annual Premium Equivalent (NBAPE) for the year 2021.

Job details

Workplace

Remote

Employment

Full time

Seniority

Mid level

Headquarters

Makati, Metro Manila

Posted

Posted today

About company

Headquarters

Makati, Metro Manila

Open jobs

1

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F

Financial Consultant/Advisor