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

1. Assess clients’ financial needs, goals, risk tolerance, and current financial situation.
2. Develop and recommend customized financial plans and strategies.
3. Provide guidance on insurance, investments, retirement, education, and estate planning.
4. Educate clients on financial products and market conditions.
5. Build and maintain long-term client relationships through regular reviews and follow-ups.
6. Acquire new clients through referrals, networking, and m...