Job Description
Full details about the role and requirements
Yukerja Summary
The Financial Consultant role at Work-1 Manpower Recruitment Services is curated from Bossjob (category Marketing & Penjualan). Note the work location (Quezon City, National Capital Region, Philippines) before applying. Yukerja.com is not the employer — applications are handled on the official source site.
Description
- Provide expert financial advice to clients based on their individual needs and goals.
- Develop and maintain strong relationships with clients to enhance customer satisfaction and retention.
- Analyze client financial data and offer tailored solutions for investment, insurance, and retirement planning.
- Conduct regular follow-ups with clients to review their financial status and make necessary adjustments.
- Stay updated on financial regulations and trends to provide clients with the best available options.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
- Experience Level: 0–2 years of experience in financial consulting or related fields.
- Skills and Competencies: Strong communication skills in English, problem-solving abilities, and customer service orientation.
- Technical Skills: Proficiency in Salesforce and financial software tools.
- Qualities and Traits: Strong work ethic, financial literacy, and excellent interpersonal skills.
- Responsibilities and Duties: Ability to manage sales pipelines and call center operations effectively.