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What are the Duties, Responsibilities, Job Description of Financial Advisors


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Recently, we have been asked frequently what does a financial advisor do?

So here is our quick answer on what are the duties, responsibilities, and job description of financial advisors:

  1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more.
  2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.
  3. BUILDING RAPPORT – Take time to know your client. Where does he work, is he married, how many kids, what was the reason for meeting with you? These are some of the questions to ask among others.
  4. NEEDS ANALYSIS – Identify the needs and wants of the client. Encourage the client to open up so you can pinpoint areas where he needs your help.
  5. SOLUTION PRESENTATION – Present a financial product that solves the needs of the client – is it life insurance, is it a savings program, is it health insurance, a retirement program, etc.
  6. HANDLE OBJECTIONS – If the client is really engaged with the presentation, chances are there will be objections. Most people think that objections are not good. But in reality, it means that the client is interested that is why they are asking. Acknowledge those objections and respond properly.
  7. ASK FOR REFERRALS – Most advisors usually skip this process. But if you want to be a successful financial advisor, do not skip this. I have been a financial advisor since I was 21 years old and became an MDRT at age 23. MDRT members belong to the top 5% of financial advisors worldwide. And this has been one of my secrets to achieving success as an advisor.
  8. POLICY DELIVERY – Another commonly skipped process is the policy delivery process. In this process, you discuss what are the benefits of the policy preferably with the beneficiaries. This is an opportunity to sell also to the beneficiaries or cross-sell other products such as NON-LIFE INSURANCE (car and home insurance), HEALTH CARDS (no reimbursement needed health insurances), and PURE INVESTMENT PRODUCTS LIKE MUTUAL FUNDS AND UITF other products. 
  9. ANNUAL REVIEWS – Regularly provide continuous after-sales service to get new client referrals and repeat business. This is the best way to have a long and fruitful career as a financial advisor.

If you are considering becoming a financial advisor, give it a try. Who knows this might be your calling in life.

The first step to becoming a financial advisor is to know if you are fit to become a financial advisor.

 

Next Step: Take This Quiz To Know If You Are Fit To Become A Financial Advisor

ABOUT THE AUTHOR

Mark Fernandez, CPA, RFC, AFA, CWP, CEPP started as an insurance agent/financial advisor right after graduation at age 22 while working as an auditor at SGV&Co (Ernst & Young). He worked as a part-time financial advisor for six months before going full-time. Despite having no insurance background or connections, he became a Million Dollar Round Table member (MDRT) at age 23 due to his perseverance to learn more about the world of investing and insurance. He is currently a life (at least 10 years MDRT) and qualifying member of the MDRT and is a 2022 Top of the Table Member. He is the founder of Aetos Financial Insurance Agency Inc, which has its head office in Makati. Aetos was the Top 1 in terms of FYP and Top 5 in APE in life insurance agency rankings nationwide in 2021. Currently, Aetos has operations and financial advisors in Luzon, Visayas, and Mindanao. He is currently completing his master’s degree at the Asian Institute of Management. You may reach us by calling Aetos Financial Office Landline at 02-8789-9128 or contacting our Hotline at 0905-FINANCE or 0905-3462623.

 What do you want to do next?

1. Take The Quiz: Am I Fit To Be A Financial Advisor? 2. Request Product Information 3. Apply to be a Financial Advisor 4. Talk to a Financial Advisor
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Comments 1

  1. manilyn says:
    5 years ago

    its helpful site

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AETOS FINANCIAL MAIN OFFERINGS

WHO IS AETOS FINANCIAL INSURANCE AGENCY?
All financial advisors and insurance agents in the Philippines are required under law to be affiliated either with an Insurance Agency (like Aetos) or directly through a branch of another Insurance Company. Aetos Financial is one of the largest and most digitally equipped Insurance Agencies in the Philippines with financial advisors all over Luzon, Visayas and Mindanao.

ADVANTAGE TO CLIENTS
Unlike direct agents, Aetos offers different insurance and investment products from many companies, our clients can be able to choose which product is best for them. The pricing is also similar to when you get to direct agents.

ADVANTAGE TO ADVISORS
Agents who join Aetos will be able to offer different products and services to their clients. The commissions that our accredited agents earn is similar or even bigger to agents who are direct to the insurance company. Earn as much as 65% FYC per sale by being an agent of Aetos.

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