Financial Advisor | For Banking & Relationship Management Professionals

Two Summit Life Insurance Agency; Taguig; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Signing bonus

Allowance

Commission

Bonuses

Incentives

Flexible schedule

Job summary

Two Summit Life Insurance Agency in the Philippines is seeking driven professionals who enjoy building relationships, understand clients' financial goals, and help people make informed financial decisions.

The role offers a flexible, hybrid setup with online and in-person client meetings, a path to develop a personal client portfolio, and opportunities for bonuses, commissions, and incentives through performance.

Qualifications

• College graduate and eager to start a career in financial services.
• Strong communication and relationship-building abilities.
• Client-focused with a results-driven mindset.

Responsibilities

• Build and maintain long-term client relationships
• Understand clients' financial goals and recommend appropriate solutions
• Conduct financial planning discussions and client presentations
• Develop your own client portfolio and professional network
• Participate in training, coaching, and professional development

Skills

Communication skills

Relationship-building

Client-focused

Education

College degree

Job description

Employment Type: Full-time / Flexible

Work Setup: Hybrid / Online + In-Person

Income Opportunity:

• Signing Bonus + Allowance + Commission + Bonuses + Incentives

We are looking for driven professionals who enjoy building relationships, understanding clients' financial goals, and helping people make informed financial decisions.

This opportunity may be especially suited for professionals with experience in banking, relationship management, client servicing, sales, or financial services who are looking to explore a more flexible and entrepreneurial career path.

Your experience in managing clients, building trust, and understanding financial needs can be valuable in this role - while giving you the flexibility to manage your own schedule and conduct client meetings online or in person.

Responsibilities

• Build and maintain long-term client relationships
• Understand clients' financial goals and recommend appropriate solutions
• Conduct financial planning discussions and client presentations
• Develop your own client portfolio and professional network
• Participate in training, coaching, and professional development

Qualifications

• College graduate
• Strong communication and relationship-building skills
• Client-oriented and results-driven
• Experience in banking, relationship management, sales, or financial services is an advantage
• Willing to undergo training and develop a career in financial services

If you're a banker, relationship manager, or financial services professional considering what's next, this could be an opportunity worth exploring.