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  • Description

  • Financial Advisor Responsibilities:

    -Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

    -Answering client questions about financial plans and strategies and giving financial advice.

    -Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

    -Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

    -Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

    -Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

    -Implementing financial plans or referring clients to professionals who can help them.

    -Managing and updating client portfolios.

    -Contacting clients regularly to discover changes in their financial status.

    -Building and maintaining your client base.


    - Can work Full Time or Part Time

    - Sales experience is a plus but NOT required

    - Willing to undergo training and take the licensure exam

    - College Graduate of any 4-year course

    - High degree of energy, motivation and ability to set own goals/priorities

    - Team player but able to work independently

    - Trustworthy, reliable and responsible

    - Self-motivated, goal-oriented and result-oriented.

    - Driven to achieve

    Job Role

    - Must be able to tap your market

    - Connect with and reach out to clients and prospective clients

    - Analyze clients financial needs

    - Give and present solutions to prospects

    - Manage the financial portfolio of the client.

    Work-from-home can work anywhere in the Philippines (Flexi-time)


    - Commission Based

    - Company-wide Cash Incentives

    - Extensive training on best industry practices

    - Use of leading technologies to support you so you can work with ease

    - A chance to be featured in newspapers, magazines and other media channel

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 2
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Financial Advisor

  • Rizal, Calabarzon

  • Company

    NeksJob Philippines
  • Type of contract

    Permanent contract

  • Work type

    Part Time

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