Financial Solutions Expert

14 hours ago


Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full time

The ideal candidate will deliver bespoke investment solutions to help clients work toward their long-term financial goals.

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary objectives.

  • Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools
  • Perform market research to stay current with financial trends
  • Prepare financial documents, such as income projections and investment reports
  • Maintain compliance with all rules and regulations in the financial industry

Qualifications:

  • Bachelor's Degree Graduate
  • At least 1 year work experience in any field
  • Fresh graduates are welcome to apply
  • Strong people skills with an established network
  • Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
  • Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
  • Has the desire to help Filipino families plan for the future
Job Function

Finance and Sales



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