Financial Consultant

2 days ago


Cagayan de Oro, Northern Mindanao, Philippines Allianz PNB Life Insurance - CDO Full time $30,000 - $50,000 per year

ShareJob DescriptionEmployee Recognition and RewardsCommission, Performance Bonus, IncentivesInsurance Health & WellnessLife Insurance, HMORetirement Plan, Training SubsidyDescriptionProvide expert financial advice to clients

Analyze financial data to identify trends and opportunities

Develop personalized financial plans and investment strategies

Monitor clients' financial progress and adjust plans as needed

Stay updated on market trends and regulatory changes

Build and maintain strong client relationshipsRequirementsEducational Qualifications: Associate or Bachelor DegreeExperience Level: No prior experience required

Skills and Competencies: Strong entrepreneurial skills, effective communication abilities

Responsibilities and Duties: Assist clients in financial planning, provide advice on investment strategies

Working Conditions: On field or online and Flexible working hours

Qualities and Traits: Detail-oriented, proactive problem solver, excellent interpersonal skills


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