Financial Consultant

4 days ago


Makati City, National Capital Region, Philippines Eastern Summit Life Insurance Agency, Inc. Full time

Eastern Summit Life Insurance Agency, Inc.

Job DescriptionEmployee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

Annual Company Trip

Professional Development

Bereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave

Work-Life Balance

Flexible Hours, Work from Home

Description
  • As a Financial Consultant, you will be at the forefront of shaping the financial future of our clients. You will build lasting relationships, identify financial needs, and offer tailored investment, retirement, insurance, and wealth-building solutions. Your expertise in financial products and services will allow you to drive sales and exceed performance targets.
  • Cultivate and maintain strong relationships with clients through personalized financial planning consultations.
  • Understand client needs and provide customized solutions in investments, insurance, retirement planning, and more.
  • Develop and execute a strategic sales plan to acquire new clients and expand existing accounts.
  • Provide expert guidance on financial strategies to help clients achieve their financial goals.
  • Achieve monthly and quarterly sales targets through proactive outreach and lead generation.
  • Work collaboratively with internal teams to deliver exceptional service and client satisfaction.
Requirements
  • Proven experience in sales, financial advising, or a related field.
  • Strong understanding of financial products, investment strategies, and wealth management.
  • Exceptional communication, interpersonal, and presentation skills.
  • Ability to build trust and rapport with clients while demonstrating integrity.
  • Highly motivated, goal-oriented, and driven to succeed.
  • Bachelor's degree in finance, business, or related field preferred.
Why Join Us?
  • Competitive commission structure and performance-based incentives.
  • Continuous professional development and growth opportunities.
  • Supportive and collaborative work environment.
  • Flexibility and autonomy to manage your book of business.
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