seasoned financial advisor

6 days ago

Cagayan de Oro, Northern Mindanao, Philippines Allianz PNB Life, Inc Full time ₱400,000 - ₱1,200,000 per year

The Opportunity

Allianz PNB Life, Inc. is seeking a SEASONED FINANCIAL ADVISOR to join our team in Cagayan de Oro, Misamis Oriental. As a seasoned financial advisor, you will play a crucial role in providing comprehensive financial planning services to our valued clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities

  1. Develop and maintain a portfolio of high-net-worth clients by building strong relationships and providing tailored financial planning advice
  2. Conduct in-depth financial assessments to understand clients' unique needs, risk profiles, and investment objectives
  3. Recommend and implement customised financial strategies, including investment planning, retirement planning, and risk management
  4. Provide ongoing monitoring and review of clients' financial plans, making adjustments as needed
  5. Actively participate in the sales and marketing efforts of the company to expand the client base
  6. Comply with all applicable laws, regulations, and internal policies to ensure the highest standards of ethical and professional conduct

What We're Looking For

  1. Minimum of 2 years of experience as a financial advisor in the banking and financial services industry
  2. Comprehensive knowledge of financial planning concepts, investment products, and risk management strategies
  3. Strong client-facing skills with the ability to build trust and rapport with high-net-worth individuals
  4. Proven track record of achieving sales and client retention targets
  5. Relevant certifications, such as Certified Financial Planner (CFP) or Registered Financial Consultant (RFC), are highly preferred

What We Offer

At Allianz PNB Life, Inc., we believe in providing our employees with a supportive and rewarding work environment. As a seasoned financial advisor, you can expect:

  1. Competitive compensation package with a generous commission structure
  2. Comprehensive training and development opportunities to enhance your skills
  3. Access to a wide range of financial products and tools to better serve your clients
  4. Opportunities for career advancement and leadership roles within the organization
  5. A collaborative and dynamic team environment that fosters personal and professional growth

If you're ready to embark on an exciting and rewarding career as a SEASONED FINANCIAL ADVISOR with Allianz PNB Life, Inc., apply now and let's discuss how you can contribute to our success.

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