Financial Advisor

1 week ago

Manila, National Capital Region, Philippines People Matter PH Full time ₱1,200,000 - ₱2,400,000 per year

In this role, you'll work within bank branches to offer tailored insurance and investment products to clients. Your role includes building relationships with bank staff and customers, understanding their financial needs, and achieving sales targets.

Key Responsibilities:

  • Promote and sell life insurance and investment products.
  • Build relationships with bank staff for referrals and leads.
  • Conduct financial needs analysis and recommend solutions.
  • Provide after-sales service for customer retention.
  • Attend training and stay updated on products.
  • Submit sales reports and ensure compliance with company policies.

Qualifications:

  • Bachelor's degree in Business, Finance, Marketing, or related field.
  • 6+ months of experience in sales, banking, insurance, or customer service.
  • Strong communication, negotiation, and interpersonal skills.
  • Motivated, customer-focused, and able to work independently or in a team.
  • Willingness to be assigned to designated bank branches.

What We Offer:

  • Competitive salary with commissions and incentives.
  • Training and career development opportunities.
  • Access to a wide client base.
  • Health and wellness benefits.
  • Career growth potential in a rapidly growing financial sector.

Job Type: Full-time

Application Question(s):

  • What is your expected salary?

Work Location: In person

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