Opportunity Description
Overview
Imperium Blaze Life Insurance Agency Inc. On-site - Makati No Exp Required Bachelor Full-time
Job Description
A Financial Advisor helps individuals and families achieve their financial goals by providing personalized advice on savings, investments, insurance, retirement, and wealth protection. The role focuses on building long-term client relationships while delivering ethical, compliant, and goal-based financial solutions.
Responsibilities
- Assess clients’ financial needs, goals, risk tolerance, and current financial situation.
- Develop and recommend customized financial plans and strategies.
- Provide guidance on insurance, investments, retirement, education, and estate planning.
- Educate clients on financial products and market conditions.
- Build and maintain long-term client relationships through regular reviews and follow-ups.
- Acquire new clients through referrals, networking, and m...
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