Financial Advisor/Sales Executive in Makati City, Philippines
Published on CazVidat Pan Asia Group
Join Pan Asia Group as a Financial Advisor/Sales Executive in Makati City. Full-time role helping clients achieve financial goals. Apply now!
Salary
₱25,000 per month
Location
Makati City, National Capital Region, PH
Employment type
Full time
Workplace
Not provided
Financial Advisor/Sales Executive in Makati City, Philippines
₱25,000 per month
Job description
Pan Asia Group is seeking a highly motivated Financial Advisor/Sales Executive to join our dynamic team in Makati City, National Capital Region, Philippines. This full-time position offers the opportunity to help clients achieve their financial goals while contributing to the growth of a well-established finance institution.
Key Responsibilities
- Develop and maintain customized financial plans aligned with client objectives.
- Proactively engage potential clients to generate new business and increase revenue.
- Conduct market research to stay informed on industry trends and competitor offerings.
- Deliver clear and confident financial presentations and consultations to clients.
- Manage existing client portfolios to enhance satisfaction and retention.
- Collaborate with team members to share best practices and develop innovative client solutions.
- Consistently meet and exceed sales targets and performance metrics.
Required and Preferred Qualifications
- Bachelor's Degree in Finance, Business Administration, or related field.
- Strong sales, client management, and communication skills.
- Relevant finance or sales certifications (e.g., CFP, CFA) are advantageous.
- Proficiency in financial planning software and tools.
- Minimum of 2 years experience in financial services or sales-related roles preferred.
Join a collaborative team culture focused on professional growth and client success. You will report directly to the Sales Manager and work closely with fellow financial advisors and support staff to maximize client outcomes.
Location: Makati City, National Capital Region, Philippines
Employment Type: Full-time
Salary: 25000 PHP per month
Frequently asked questions
Is this position remote or on-site?
This is a full-time, on-site position located in Makati City, National Capital Region, Philippines.
What is the monthly salary for this role?
The salary for this Financial Advisor/Sales Executive position is PHP 25,000 per month.
What qualifications do I need to apply?
You need a Bachelor's Degree in Finance, Business Administration, or a related field, along with strong sales and communication skills; relevant certifications like CFP or CFA are advantageous.
How much experience is required?
A minimum of 2 years experience in financial services or sales-related roles is preferred for this position.
What are the main responsibilities of this job?
You will develop customized financial plans, engage potential clients, conduct market research, deliver financial presentations, manage client portfolios, and meet sales targets.
Who will I report to and work with?
You will report to the Sales Manager and collaborate closely with other financial advisors and support staff.