Financial Planning Specialist

4 days ago


Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full time

At Orion Summit Life Insurance Agency Inc. - Team Justine, we are seeking a talented Financial Planning Specialist to join our team.

Job Description

A Financial Planning Specialist provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their long-term financial goals.

  • Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and current financial situation.
  • Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
  • Investment Advice: Recommend suitable investment opportunities based on clients' financial goals.
  • Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
  • Market Research: Stay updated on financial trends, market conditions, and new financial products.
  • Sales & Business Development: Identify potential clients, build relationships, and expand the client base.
  • Compliance & Documentation: Ensure adherence to financial regulations and maintain accurate client records.
  • Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed.

We offer a dynamic work environment and opportunities for growth and development.



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