Financial Advisor

Global One Life Insurance Agency; Taguig; On-site; PHP 134,000 - 201,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Employee Recognition Program

Quarterly Gifts

Job summary

A financial advisory service in Taguig is seeking a part-time employee to assist clients with financial planning. This hybrid role values communication and analytical skills, welcomes entry-level candidates, and offers a flexible work environment. The successful candidate will develop financial strategies and maintain client relationships. Benefits include commissions, performance bonuses, and health insurance.

Qualifications

• No prior experience required; entry-level candidates encouraged to apply.
• Willingness to learn and resilience are essential traits.
• Strong networking and communication skills.
• Willingness to learn and adapt.

Responsibilities

• Assist clients with financial planning and investment advice.
• Analyze clients’ financial data and provide tailored strategies.
• Monitor market trends and develop comprehensive financial plans.
• Maintain client relationships and provide ongoing support.
• Support work-from-home setup and flexible hours.

Skills

Strong networking skills

Excellent communication

Analytical thinking

Time Management

Customer Service

Consultative Sales

Tech Savvy

Education

Bachelor’s degree in any course or field

Job description

Hybrid - Taguig No Exp Required Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

• Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
• Analyze clients’ financial data and goals. Provide tailored investment and savings strategies.
• Monitor market trends and economic conditions.
• Develop comprehensive financial plans.
• Maintain client relationships and offer ongoing support.
• Assist clients with retirement and estate planning.
• Stay updated on industry regulations and compliance.
• Educational Qualifications: Bachelor’s degree in any course or field.
• Experience Level: No prior experience required; entry-level candidates encouraged to apply.
• Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth mindset-oriented mindset.
• Woking Conditions: Work from home set-up, flexible hours.
• Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.

• Communication Skills
• Time Management
• Consultative Sales
• Tech Savvy
• Customer Service

Preview

HR Officer Global One Life Insurance Agency

Working Location

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