Philippines

Financial Consultant, Makati

Financial Consultant, Makati
Description

We are looking for motivated individuals to join our team as Remote Financial Consultants. This role involves helping clients plan their finances through insurance, savings, and investment solutions while working flexibly from home.


Key Responsibilities:

Provide financial consultations to clients online or in person

Assess clients financial goals and recommend suitable plans

Educate clients about insurance, protection, and investment options

Build and maintain long-term client relationships

Assist clients with applications and after-sales service

Attend online trainings and team meetings

Meet personal or team performance goals


Qualifications:

Open to part-time or full-time work

Willing to be trained (no experience required)

Bachelors Degree with any course Job Description Remote Financial Consultant (Part-Time / Full-Time)

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Financial Consultant has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

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