Part-Time Virtual Financial Consultant

Makati, National Capital Region

Posted 14 days ago


Company:: Team Giz - Financial Consultants
Company Description:: We Are The People That DO “We DO” is a clarion call to the Doers inside all of us. Our “We DO” campaign celebrates the power of the human spirit and is inspired by the innovative drive and optimism in today’s generation. We call it “We DO”, because we are focused on the best investment one can ever have - your future. We believe that everyone should have the opportunity to get the most out of life as you pursue your passions and navigate milestones ahead of you. We are committed to being your trusted life insurance partner. We share your pioneering spirit by driving innovation in everything we do. Every day, we serve your evolving health and protection needs, by listening, understanding and most importantly, delivering.
Contract Type:: Part Time
Experience Required:: 1 year
Education Level:: Bachelor’s Degree
Number of vacancies:: 3

Job Description

We are seeking highly motivated and goal-oriented individuals to join our team as Virtual Financial Consultants. In this role, you will provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals. You will engage with clients virtually, leveraging digital platforms to build strong relationships and deliver exceptional service.

1. Conduct virtual consultations to understand clients' financial needs and objectives.
2. Recommend suitable financial products, such as insurance, investments, and savings plans.
3. Educate clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.
4. Build and maintain long-term relationships with clients by providing regular follow-ups and reviews.
5. Stay updated on financial industry trends, products, and regulatory requirements.
6. Meet individual and team sales targets and performance goals.
7. Use digital tools and platforms to manage client information and track progress.