job description
Join Quess as a Financial Advisor and embark on a rewarding career in the Banking & Financial Services sector! We are mass hiring across Luzon, Visayas, and Mindanao for a virtual process, offering strong incentives, career growth, and unparalleled opportunities to help clients achieve their financial goals.
As a trusted partner in financial planning, you will provide expert advice on investments, insurance, retirement planning, and wealth management. This role is perfect for self-motivated professionals who thrive in a dynamic, client-focused environment and are passionate about building long-term financial success for individuals and businesses.
With a competitive salary range of ₱25,000 – ₱30,000 per month, plus performance-based bonuses, this is your chance to grow with a leading financial services provider while enjoying the flexibility of remote work.
Responsibility
- Provide personalized financial advice to clients on investments, savings, and retirement planning.
- Develop and implement financial strategies tailored to individual client needs and risk profiles.
- Conduct financial assessments and recommend suitable products (insurance, mutual funds, stocks, etc.).
- Build and maintain long-term client relationships through trust, transparency, and professionalism.
- Stay updated on market trends, financial regulations, and product offerings to provide accurate advice.
- Meet and exceed sales targets and performance KPIs through proactive client engagement.
- Collaborate with cross-functional teams to ensure seamless service delivery.
- Educate clients on financial literacy and best practices for wealth management.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related fields (or equivalent experience).
- Minimum 1-2 years of experience in financial advisory, banking, or sales (fresh graduates with strong potential are encouraged to apply).
- Strong communication and interpersonal skills to engage with diverse clients.
- Sales-driven mindset with a proven track record of meeting targets.
- Familiarity with financial products, investment vehicles, and regulatory compliance.
- Ability to work independently in a remote setup with excellent time management.
- Licensed financial advisor (or willingness to obtain certification).
- Tech-savvy with proficiency in CRM tools, financial software, and virtual communication platforms.