We are seeking a highly motivated Financial Advisor/Sales Executive to join our dynamic team in Makati City, Philippines. As a full-time member of our organization, you will play a pivotal role in helping clients achieve their financial goals. Our company is a well-established institution in the finance sector, committed to delivering exceptional service and financial advice. You will thrive in a supportive work environment that fosters growth and collaboration, making a significant impact on both our clients and the company’s success.Key ResponsibilitiesDevelop and maintain financial plans tailored to client needs and objectives.Proactively engage with potential clients to generate new business and increase revenue.Conduct market research to stay updated on industry trends and competitor offerings.Deliver presentations and financial consultations to clients, ensuring clarity and confidence.Manage existing client portfolios and enhance customer satisfaction through excellent client management.Collaborate with team members to share best practices and develop innovative solutions for clients.Meet and exceed sales targets and performance metrics to drive personal and company growth.Required and preferred qualificationsBachelor's Degree in Finance, Business Administration, or a related field.Strong skills in sales, client management, and communication.Relevant certifications in finance or sales (e.g., CFP, CFA) are a plus.Proficiency in financial planning software and tools.A minimum of 2 years of experience in financial services or a sales-related role is preferred.Our team consists of dedicated professionals who work collaboratively to foster a positive culture and drive success. You will report to the Sales Manager and work closely with other financial advisors and support staff to enhance client experiences.Collaboration is key in our cross-functional team when addressing client needs, and we value input from various departments to create comprehensive financial solutions.At our company, we offer numerous growth opportunities and encourage a culture of continuous learning. Employees benefit from a modern workplace that includes flexible working arrangements, competitive remuneration, and professional development programs to elevate your career.