Financial Advisor

Legacy Summit Life Insurance Agency; Makati; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Work-life balance

Continuous personal and professional growth

Retirement / Provident Fund

Group Life Insurance

HMO

International Travel Incentives

Job summary

A financial services organization in the Philippines is seeking passionate Financial Advisors for remote opportunities. This entry-level role offers flexible working hours and significant earning potential through commissions. Successful candidates will advise clients on financial plans and manage investment portfolios. Candidates should hold a bachelor's degree in Finance or a related field and possess strong analytical skills, along with excellent communication ability.

Qualifications

• Entry-level position, less than 1 year of experience required.
• Detail-oriented, proactive, and ethical with strong communication and interpersonal abilities.
• Strong knowledge of wealth and finance management; analytical skills; proficiency in financial software.

Responsibilities

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

Skills

Knowledge of wealth and finance management

Analytical skills

Proficiency in financial software

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Financial software

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.