Financial Consultant  

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.

• 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