Financial Consultant

4 days ago

Makati, Philippines Vibrant Citrino Gems Full time

  • Provide financial guidance to our clients in the insurance and investment industry.
  • Analyze financial data and market trends to help clients make informed decisions.
  • Customize financial plans according to client needs, aligning with regulatory standards at Manulife Philippines.
  • Remain abreast of all industry changes and effectively communicate the impact to clients.
  • Ensure client satisfaction and maintain long-term relationships through high-quality advisory services.
  • Educational Qualifications: Must possess a minimum of a Bachelor's degree in Finance, Business, Communications or a related field.
  • Experience Level: No previous experience is required; entry-level candidates are encouraged to apply.
  • Skills and Competencies:
  • Strong consultative sales abilities to understand and address client needs effectively.
  • Excellent interpersonal skills with a people-oriented approach.
  • Proven networking skills to connect with potential clients and industry professionals.
  • Adept in leveraging online sales platforms to expand client base.
  • Responsibilities and Duties:
  • Analyze clients' financial situations and develop strategic solutions.
  • Build and maintain relationships with new and existing clients.
  • Stay updated on market trends and financial products.
  • Meet sales targets and contribute to team goals.
  • Working Conditions: Expected to work in a dynamic, fast-paced environment. Some travel may be required for client meetings and networking events.
  • Qualities and Traits:
  • Self-motivated with a drive to succeed.
  • Willingness to learn, be mentored and coached
  • Strong ethical standards and professionalism.
  • Resilient with the ability to handle rejection.
  • Outstanding organizational and time management skills.
  • Technical Requirements:
  • smartphone, laptop or tablet, internet connection
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