Financial Services Specialist

2 weeks ago


Manila, National Capital Region, Philippines JOHN LEMUEL M CARINO - INSURANCE AGENT Full time

We are seeking dynamic and motivated individuals to join our organization as Financial Advisors. This is an excellent opportunity for recent graduates to kickstart their career in the financial industry and build a rewarding future.

**Key Responsibilities:**

  1. Conduct one-on-one consultations with clients to understand their financial goals and risk tolerance.
  2. Develop personalized financial plans tailored to each client's specific needs, including investment strategies, retirement planning, and wealth management.
  3. Stay updated on various financial products and services, such as insurance, mutual funds, and investment plans.
  4. Actively seek new clients and build strong relationships with existing ones through effective sales and marketing techniques.
  5. Adhere to all regulatory requirements and industry standards.

**Benefits Package:**

  1. Flexible work arrangements, allowing you to enjoy the freedom of a remote setup with no strict hour requirements.
  2. Earn competitive weekly commissions and performance-based bonuses.
  3. Explore new destinations through our exciting travel incentive programs.
  4. Receive ongoing training and support to enhance your skills and knowledge.
  5. Advance your career within our growing organization.


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