seasoned financial advisor

2 days ago

Cagayan de Oro, Northern Mindanao, Philippines Allianz PNB Life, Inc Full time ₱900,000 - ₱1,200,000 per year

About the role

Allianz PNB Life, Inc. is seeking a Seasoned Financial Advisor to join our dynamic team in Cagayan de Oro, Misamis Oriental. As a Seasoned Financial Advisor, you will play a vital role in providing comprehensive financial planning services to our valued clients, helping them achieve their long-term financial goals.

What you'll be doing

  1. Conduct detailed financial assessments to understand clients' unique financial situations and objectives
  2. Develop customised financial plans that address clients' investment, insurance, retirement, and estate planning needs
  3. Provide expert guidance and recommendations on a range of financial products and services
  4. Build and maintain strong, trusted relationships with clients by providing exceptional customer service
  5. Stay up-to-date with industry regulations, trends, and best practices to ensure clients receive the most comprehensive and compliant advice
  6. Actively participate in business development activities, such as networking and referral generation, to expand the client base

What we're looking for

  1. Minimum of 5 years of experience as a financial advisor or planner in the banking and financial services industry
  2. Strong understanding of financial planning principles, investment products, insurance solutions, and wealth management strategies
  3. Excellent communication and interpersonal skills, with the ability to tailor financial advice to clients' needs
  4. Proven track record of building and maintaining long-term client relationships
  5. Commitment to staying up-to-date with industry regulations and best practices
  6. Bachelor's degree in finance, economics, or a related field
  7. Relevant professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), are highly desirable

What we offer

At Allianz PNB Life, Inc., we are committed to providing our employees with a supportive and rewarding work environment. As a Seasoned Financial Advisor, you can expect:

  1. Competitive compensation and performance-based incentives
  2. Comprehensive benefits package, including health insurance, retirement plan, and paid time off
  3. Ongoing training and professional development opportunities to enhance your skills and knowledge
  4. Collaborative and friendly work culture that encourages innovation and teamwork
  5. Opportunities for career advancement and leadership roles within the organisation

If you're ready to take the next step in your financial advisory career, we encourage you to apply now and become a part of our dynamic team at Allianz PNB Life, Inc.

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