Financial Consultant

₱30-50K[Monthly]
Hybrid - MakatiFull-time1-3 Yrs ExpBachelor
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Job Description

Communication SkillsInterpersonal SkillsCompetent in all Microsoft Office and/or iOS software video conferencing platforms messaging applications and social media

Description

3 Best Things About the Job

  • A highly profitable entrepreneurial and career opportunity in one
  • Career and personal growth to become full pledged Financial Consultant through mentorship and coaching by Life Insurance and Investment Industry experts
  • Write your own paycheck and potentially avail of monthly development/transition fund



This is a full-time hybrid role located in Metro Manila with flexibility for remote work.


On self-management and growth

  • Plans and executes a structured-work-week to create a well-managed and balanced time for 1) proper sales process; and 2) attending trainings and mentorship programs for self-growth.

On team collaboration

  • Attends the weekly one-on-one Accountability and Coaching session with Unit Head, and the once-a-month Unit Gathering for group learning, essential to sustain a happy team spirit and a sense of belongingness.

On customer centricity

  • Conducts proper financial needs analysis to new clients; regular policy reviews to existing clients, and Financial Wellness Seminars/Workshops to companies and businesses, to promote financial literacy and to protect health, income and wealth of clients

Requirements

  • Sales and marketing experience in Pharmaceutical, Health and Medical Industry
  • Good track record of success in dealing with people at all levels, preferably in services, such as Human Resource, Accounting, FMCG, Academe, Life Coaching, Consultancy, Medical, Law, BPO, Banking and other Financial industry 
  • Bachelor’s degree holder
  • Strong-willed and self-starter entrepreneurial mindset
  • Loves to interact with people, with excellent interpersonal skills and ability to build strong relationships across different levels
  • Competent in all Microsoft Office and/or iOS software, video conferencing platforms, messaging applications, and social media 
  • Ability to communicate effectively in all levels, with excellent interpersonal skills and ideally with good presentation skills


Basic tools required

  • Mobile phone
  • Laptop
  • Reliable and strong internet connection

Jhet Javier

GraziaCEO

Working Location

5F, NEX Tower. NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila, Philippines

Benefits

  • Employee Recognition and Rewards

    Commission, Incentives

  • Insurance Health & Wellness

    Accidental Death & Dismemberment Insurance, Health Insurance, HMO

  • Perks Benefits

    Open Workspace

  • Professional Development

    Mentorship Program, Professional Development

  • Work-Life Balance

    Flexible Hours, Work from Home

Read More

Posted on 16 August 2024

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