Financial Consultant

6 days ago

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

Orion Summit Life Insurance Agency Inc. - Team Justine offers a challenging role as a Financial Consultant, where you will provide expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals.

About the Role

The successful candidate will be responsible for assessing clients' financial situations, recommending investment and insurance options, and developing customized financial plans. Key responsibilities include:

  • Meeting with clients to understand their financial goals, needs, and risk tolerance.
  • Developing tailored financial strategies, including budgeting, savings, investments, and insurance.
  • Providing expert advice on investment opportunities based on clients' objectives.
  • Educating clients on risk management, including life insurance, health insurance, and retirement planning.
  • Staying updated on financial trends, market conditions, and new financial products.
Requirements
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Sales-driven mindset with the ability to build lasting client relationships

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