Financial Consultant

Eastern Summit Life Insurance Agency, Inc.; Makati; On-site; PHP 279,000 - 390,600; Part time

Benefits offered by this job

Commission

Performance Bonus

Annual Company Trip

Flexible Hours

Work from Home

Birthday Leave

Parental Leave

Sick Leave

Solo Parent Leave

Volunteer Time Off

Job summary

Eastern Summit Life Insurance Agency, Inc. is looking for a Financial Consultant in Makati. You will shape the financial future of clients by building relationships and offering tailored investment and insurance solutions. This role requires strong interpersonal skills and a bachelor's degree is preferred.

The position features a hybrid work model with flexible hours, employee recognition rewards, and various professional development benefits. There are no experience requirements, making it an excellent entry-level opportunity.

Qualifications

• Proven experience in sales, financial advising, or a related field.
• Strong understanding of financial products, investment strategies, and wealth management.
• Exceptional communication, interpersonal, and presentation skills.

Responsibilities

• Build lasting relationships with clients and identify their financial needs.
• Offer tailored investment and insurance solutions.
• Drive sales and exceed performance targets.

Skills

Prospecting

Sales Pipeline

Written and Verbal Communication Skills

Interpersonal Skills

Target Driven

Attention to Details

Education

Bachelor's degree in finance, business, or related field

Job description

Eastern Summit Life Insurance Agency, Inc.

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

• As a Financial Consultant, you will be at the forefront of shaping the financial future of our clients. You will build lasting relationships, identify financial needs, and offer tailored investment, retirement, insurance, and wealth‑building solutions. Your expertise in financial products and services will allow you to drive sales and exceed performance targets.
• Proven experience in sales, financial advising, or a related field.
• Strong understanding of financial products, investment strategies, and wealth management.
• Exceptional communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients while demonstrating integrity.
• Highly motivated, goal‑oriented, and driven to succeed.
• Bachelor's degree in finance, business, or related field preferred.

Key Skills

• Prospecting
• Sales Pipeline
• Written and Verbal Communication Skills
• Interpersonal Skills
• Target Driven
• Attention to Details

Employee Recognition and Rewards

Commission, Performance Bonus, Anniversary Gifts, Incentives

Insurance Health & Wellness

Annual Company Trip, Open Workspace

Professional Development

Birthday Leave, Parental Leave, Sick Leave, Solo Parent Leave, Volunteer Time Off

Work-Life Balance

Flexible Hours, Work from Home