Financial Advisor
Snaphunt
Manila, Philippines
2d ago

The Offer

  • Join an established company providing financial solutions
  • Rewarding career with competitive compensation
  • Opportunity to make a positive impact on clients
  • The Job

    You will be responsible for :

  • Talking to clients and assessing their financial health.
  • Conducting financial needs analysis on each client.
  • Creating an achievable and realistic financial plan that will help them meet their desired needs.
  • Establishing strong relationships with clients through active follow-up.
  • Working closely with the client to put said financial plan into action.
  • The Profile

  • You have a degree in any field with at least 2 years experience in a Sales or related role.
  • Knowledge of the financial services industry or experience in real estate / HMO industries will be a strong advantage.
  • You have strong written and verbal communication skills with the ability to listen, understand and give advice to clients.
  • You are able to handle basic computer tasks.
  • You are a proactive, confident, self-motivated and resilient individual with an entrepreneurial mindset.
  • You are goal-oriented at an individual and team level.
  • You have a strong desire for performance driven compensation and growing earning potential.
  • The Employer

    Our client is a leading provider of insurance and financial solutions. With a highly experienced in-house team, they are able to provide their growing portfolio of clients confidence in tackling unforeseen expenses and minimising risks.

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