Financial Services Consultant

4 days ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time

We are seeking an experienced Financial Services Representative to provide comprehensive financial guidance and support to clients in the U.S.

A successful candidate will serve as a trusted advisor, helping individuals and businesses make informed decisions regarding their financial situation and goals.

The role involves handling inbound inquiries from U.S. consumers about personal financing, efficiently completing personal finance application forms, and maintaining a customer-centric approach.

  • Strong understanding of the U.S. financial industry, especially related to consumer finance.
  • Knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Familiarity with basic standards and practices of financing in the U.S.
  • Minimum of 4 years of experience in U.S. or Australian campaigns, preferably in credit card, or personal finance.
  • Proficient computer skills and familiarity with relevant software.

Salary: The estimated annual salary for this position is around $120,000-$200,000, including a competitive commission structure.

About Us

Welcome to LeadAdvisors.com, where innovation meets excellence in digital services. We specialize in business process outsourcing (BPO) and digital content marketing. Our expertise allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients.



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