Financial Advisor

Legacy Summit Life Insurance Agency; Makati; Hybrid; PHP 360,000 - 540,000; Full time

Benefits offered by this job

Hybrid setup

Travel incentives

HMO

Retirement / Provident Fund

Coaching and mentoring

Job summary

Legacy Summit Life Insurance Agency is seeking Financial Advisors who are passionate about wealth management and driving sales. This remote-friendly role offers flexible hours, with part-time 3 hours or full-time 6 hours daily, and a hybrid setup for added flexibility.

As a licensed ambassador of financial literacy, you will advise clients, manage portfolios, and analyze data to deliver strategic plans. Open to NCR residents with opportunity for international travel incentives and career growth.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Entry-level position, less than 1 year of experience required.
• Strong knowledge of wealth and finance management, excellent analytical skills, proficiency in financial software.
• Advise clients on financial plans, manage investment portfolios, analyze financial data to provide strategic advice.

Responsibilities

• Advise clients on financial plans.
• Analyze financial data to provide strategic advice.

Skills

Wealth knowledge

Analytical skills

Financial software

Education

Bachelor's in Finance/Economics

Job description

REMOTE WORK OPPORTUNITIES

• Open to applicants residing at NCR and nearby Provinces.
• Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.
• WORK-LIFE BALANCE with flexible working hours
• Attain high income potential and earn up to five years of passive commissions
• Faster Career Promotion based on performance
• Fun and inclusive workplace with diverse professionals from all fields
• 3 hours a day as part-timer / 6 hours a day as full-timer
• Hybrid set-up offering your flexibility and freedom
• Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
• Global Exposure
• Awards and Recognitions
• Continuous personal and professional growth
• A coaching and mentoring environment to maximize your capabilities
• Retirement / Provident Fund, Group Life Insurance, and HMO
• Jumpstart your career by engaging in the business of helping people

• Educational Qualifications: Bachelor's degree in Finance, Economics, or related field.
• Experience Level: Entry-level position, less than 1 year of experience required.
• Skills and Competencies: Strong knowledge of wealth and finance management, excellent analytical skills, proficiency in financial software.
• Responsibilities and Duties: Advise clients on financial plans, manage investment portfolios, analyze financial data to provide strategic advice.
• Working Conditions: Office setting, potential for remote work, standard business hours with additional hours during peak advising periods.
• Qualities and Traits: Detail-oriented, proactive, and ethical with strong communication and interpersonal abilities.