Licensed Financial Advisor

2 days ago

Manila, National Capital Region, Philippines Julius Augustus C. Munoz Full time

The Opportunity

Allianz PNB Life Insurance, Inc.' is seeking a talented and driven individual to join our team as a Licensed Financial Advisor. In this exciting role, you will be responsible for providing comprehensive financial planning services to our valued clients, helping them achieve their long-term financial goals. As a contract role based in Metro Manila, this position offers the flexibility to work on your own terms while making a meaningful impact on the lives of our customers.

Key Responsibilities

  • Engage with clients to understand their financial needs, risk profiles, and investment objectives
  • Develop tailored financial plans and investment strategies to meet each client's unique requirements
  • Recommend appropriate insurance, investment, and wealth management products to help clients achieve their financial goals
  • Provide ongoing support and guidance to clients, ensuring they remain on track with their financial plans
  • Maintain a strong pipeline of prospective clients through effective networking and lead generation activities
  • Collaborate with internal teams to ensure seamless client experiences and delivery of high-quality services
  • Stay up-to-date with industry trends, regulations, and best practices to provide the most relevant and valuable advice to clients

What We're Looking For

  • Licensed financial advisor or planner with a minimum of 3 years' experience in the financial services industry
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients
  • Solid understanding of financial planning principles, investment products, and wealth management strategies
  • Demonstrated track record of providing high-quality financial advice and achieving client satisfaction
  • Strong analytical and problem-solving skills to assess client needs and develop tailored financial solutions
  • Commitment to staying up-to-date with industry trends, regulations, and best practices
  • Passion for helping clients achieve their financial goals and a desire to make a meaningful impact

What We Offer

  • Flexible work arrangements and the opportunity to work on your own terms
  • Competitive compensation structure with the potential for attractive earnings
  • Comprehensive training and ongoing professional development opportunities
  • Access to a wide range of financial products and services to offer your clients
  • Supportive and collaborative team environment to help you thrive
  • Opportunity to be part of a leading insurance and financial services provider

If you're ready to take the next step in your financial advising career, apply now and join our team at Allianz PNB Life Insurance, Inc.

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