Financial Consultant - (Quezon City)
FWD Life Insurance Corporation
Job Description
Benefits
Time Off & Leave
Bereavement Leave, Birthday Leave, Sick Leave, Solo Parent Leave, Vacation Leave, Wedding Leave
Description
- Provide expert financial advice to clients to help them achieve their financial goals.
- Analyze clients' financial needs and develop tailored financial plans.
- Stay updated on market trends and financial products to offer the best solutions.
- Build strong relationships with clients through effective communication and support.
- Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
- Experience Level: 1–3 years of relevant experience in financial consulting or a related area
- Skills and Competencies: Strong financial analysis and forecasting skills
- Skills and Competencies: Excellent communication and interpersonal skills
- Qualities and Traits: Strong client-oriented mindset with a proactive approach
- Skills and Competencies: Proven sales experience and ability to meet targets
Shiela Marie
Talent Aquisition coordinatorFWD Life Insurance Corporation
Active today
Working Location
19/F, The W Fifth Avenue. H23X+8GG, 5th Ave, Taguig, Metro Manila, Philippines
Posted on 12 September 2025
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FWD Life Insurance Corporation
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
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