Titanium Kings
Titanium Kings

Financial Consultant  

Titanium Kings

  • Makati, Philippines
    SyCip Salazar Hernandez & Gatmaitan, 105 Paseo de Roxas, Legazpi Village, Makati, 1226 Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 7 years ago

2017-03-30T16:00:00+00:00
Job closed.

Job Description

As a Financial consultant you'll be working for our financial institution whom has introduced Variable Unit Link (VUL) here in the Philippines. You'll helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Duties and responsibilities:

  • Meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
  • Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
  • Provides financial management information by preparing financial status analyses and reports.

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills
  • Can work independently as well as function as part of a team
  • With experience preferably in telecommunications, pharmaceutical, real estate, hospitality & tourism
  • Must be willing to report to the office in Makati atleast once a week

Perks and Benefits

  • FlexitimeFlexitime
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus

Required Skills

  • Presentation Skills
  • Action Planning
  • Communication Skills
  • Rapport Building
  • Referral Maximization
  • Persuasion
  • Closing Sales

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
SyCip Salazar Hernandez & Gatmaitan, 105 Paseo de Roxas, Legazpi Village, Makati, 1226 Metro Manila, Philippines, Makati, Metro Manila, Philippines
Industry
Insurance
Vacancy
9 openings

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About Titanium Kings

We are a team of Financial Consultants and we are looking to hire dynamic individuals to join us!

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