Financial Consultant

Skyeline Summit Life Insurance Agency, Inc.; Makati; On-site; PHP 334,800 - 446,400; Full time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Health Insurance

HMO

Flexible Hours

Work from Home

Training Subsidy

Annual Company Trip

Job summary

Skyeline Summit Life Insurance Agency, Inc. is hiring for a Hybrid role in Makati. The position offers no experience required and a Bachelor’s degree, with responsibilities including providing tailored financial advice and developing sales strategies.

The role supports flexible hours and work-from-home arrangements, with potential travel for client meetings. The company emphasizes employee recognition programs, training subsidies, and social events as part of its benefits, along with

Qualifications

• Bachelor's degree in any field.
• No prior experience required; training provided.
• Strong interpersonal and consultative sales skills.

Responsibilities

• Provide expert financial advice to clients on investments, savings, and financial planning.
• Analyze clients' financial situations and develop tailored strategies to meet their goals.
• Monitor market trends and educate clients on the impacts of economic changes.
• Build and maintain strong client relationships through effective communication and support.
• Ensure compliance with financial regulations and ethical practices.

Skills

People skills

Consultative sales

Networking

Education

Bachelor's degree

Job description

Skyeline Summit Life Insurance Agency, Inc.

Negotiable

Hybrid - Makati No Exp Required Bachelor Full-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program

Insurance Health & Wellness

Accidental Death & Dismemberment Insurance, Disability Insurance, Health Insurance, Health Savings Account (HSA), Life Insurance, Retiree Health & Medical, Supplemental Life Insurance, HMO

Others

Company Social Events

Annual Company Trip, Training Subsidy

Professional Development

Maternity & Paternity Leave, Vacation Leave

Work-Life Balance

Flexible Hours, Work from Home

• Provide expert financial advice to clients on investments, savings, and financial planning.
• Analyze clients' financial situations and develop tailored strategies to meet their goals.
• Monitor market trends and educate clients on the impacts of economic changes.
• Build and maintain strong client relationships through effective communication and support.
• Ensure compliance with financial regulations and ethical practices.
• Educational Qualifications: Bachelor’s degree in any field.
• Experience Level: No prior experience required; training provided.
• Skills and Competencies: Strong people-oriented attitude, effective consultative sales techniques, and excellent networking abilities.
• Responsibilities and Duties: Assist clients with financial planning, provide tailored investment advice, and develop sales strategies.
• Working Conditions: Hybrid to Fully Work-From-Home setup with potential travel for client meetings; flexible hours.
• Qualities and Traits: Strong interpersonal skills, adaptable, self-motivated, and a keen interest in finance.

Mary Romero

HR Director Skyeline Summit Life Insurance Agency, Inc.

Reply today 1 time

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