Financial Consultant
Titanium Kings
- Makati, PhilippinesSyCip Salazar Hernandez & Gatmaitan, 105 Paseo de Roxas, Legazpi Village, Makati, 1226 Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
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
- Flexitime
- Life Insurance
- Medical / Health Insurance
- Performance 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
About Titanium Kings
We are a team of Financial Consultants and we are looking to hire dynamic individuals to join us!