FINANCIAL CONSULTANT
JOB DESCRIPTION
Be our next batch of 30 individuals who will be trained and developed to be Financial Planners who will help
customers evaluate their entire financial picture for their short-term to long-term financial goals.
Featured Highlights:
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World-class mentorship and certification process.
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Earn that designation as a Certified Financial Planner.
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Opportunities to earn more by being credible to customers.
Job Highlights:
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You will undergo mentoring in foundations of Financial Services Industry which includes investment
management, tax, estate, life insurance, and asset management planning, budgeting and expense
management. -
Undergo a certification process and earn the designation as a Financial Planner to be added to your
credentials to be more credible to your customers. -
Your credentials as a Financial Planner will open opportunities for you and use it as your primary or secondary
source of income, an income that would be commensurate to the efforts that you put in
Job Description:
​An AKMA Financial Consultant provides complete and sound financial advice to clients appropriate to their financial
objectives such as life, health, and asset protection, education and retirement funding, investments, taxes, and estate planning.
Duties and Responsibilities:
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Undergo and complete all training programs and be up-to-date with industry development
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Continuous prospecting for potential clients and help them achieve their financial objectives through proper
analysis of their financial situation -
Provide a complete and sound financial advise based on the customer’s priority
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Construct a personal financial plan fit to customer’s financial needs
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Conduct a policy review with customers
Qualifications:
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3 years sales experience
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Preferably with previous designation in financial planning, but won’t be a hindrance if none for as long as you are willing to be trained and developed as a financial planner
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Have taken a course in financial management, law, accountancy, pharmaceutical, banking, business
management, and education would be a plus factor -
Analytical and problem-solver
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Exceptional communication and presentation skills
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Resourceful and collaborative
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Knowledgeable in MS Office, video conferencing platforms, messaging applications, and social media
Must Have The Following Tools For The Business:
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Mobile phone
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Laptop
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Tablet (not mandatory)
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Reliable internet connection
Are you driven to become successful? Are you willing to reach out to as many people as possible to educate
them about financial literacy and at the same time having a career that enhance your income?
Do you have what it takes to be an AKMA Certified Financial Consultants?
Be part of our growing team of Financial Consultants who simply make lives better.
