Financial Consultant - (Quezon City)
FWD Life Insurance Corporation
Job Description
Benefits
Time Off & Leave
Bereavement Leave, Birthday Leave, Sick Leave, Solo Parent Leave, Vacation Leave, Wedding Leave
Description
- Provide expert financial advice to clients to help them achieve their financial goals.
- Analyze clients' financial needs and develop tailored financial plans.
- Stay updated on market trends and financial products to offer the best solutions.
- Build strong relationships with clients through effective communication and support.
- Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
- Experience Level: 1–3 years of relevant experience in financial consulting or a related area
- Skills and Competencies: Strong financial analysis and forecasting skills
- Skills and Competencies: Excellent communication and interpersonal skills
- Qualities and Traits: Strong client-oriented mindset with a proactive approach
- Skills and Competencies: Proven sales experience and ability to meet targets
Shiela Marie
Talent Aquisition coordinatorFWD Life Insurance Corporation
Active today
Working Location
19/F, The W Fifth Avenue. H23X+8GG, 5th Ave, Taguig, Metro Manila, Philippines
Posted on 12 September 2025
Explore similar jobs
View more similar jobsFinancial Consultant (Iznart, Iloilo)
FWD Life Insurance Corporation＄437-525[Monthly]
On-site - Taguig1-3 Yrs ExpBachelorFull-time
Shiela MarieTalent Aquisition coordinator
Financial ConsultantUrgent
FWD - One Apex＄262-437[Monthly]
On-site - TaguigNo Exp RequiredBachelorPart-time
Ivan LontocFinancial Wealth Branch Manager
Financial Consultant
Global One Life Insurance Agency＄437-874[Monthly]
On-site - TaguigNo Exp RequiredBachelorPart-time
Rica Joy AgcaraoHR Officer
Financial Consultant
Pru Life UK - Team Gizelle＄350-437[Monthly]
On-site - Taguig1-3 Yrs ExpBachelorPart-time
Gizelle AngelUnit Manager
Financial Advisor
One Apex Financial Planners＄175-262[Monthly]
On-site - Taguig<1 Yr ExpBachelorPart-time
Juan FernandezManager
FWD Life Insurance Corporation
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.
