Financial Consultant

Prime Summit Life Insurance Agency - Jan Carlo Tabulog; Mandaluyong; Remote; PHP 279,000 - 391,000; Part time

Benefits offered by this job

Flexible work hours

Work-from-home

Travel incentives

Career growth

Opportunity to create leaders

Job summary

A financial services agency in Mandaluyong is looking for aspiring Insurance Agents and Millennial Managers. The ideal candidate will explain financial services, assess clients' financial situations, and develop strategies for financial goals. This role offers flexible work hours, travel incentives, and significant opportunities for career growth. Fresh graduates are encouraged to apply. It's essential to be teachable and willing to attend training and meetings.

Qualifications

• Graduate of any Bachelor's Degree. Career Shifters and New Graduates are welcome.
• Teachable and willing to attend training.
• Willing to attend two Saturday Meetings.
• Willing to take Licensing Exam.
• Willing to attend our Career Orientation.

Responsibilities

• Explain financial services to clients.
• Assess client's financial situation and present a financial plan.
• Develop strategies to achieve financial goals.
• Monitors client's financial situation.
• Conducts policy review with the client.

Skills

Financial planning

Client assessment

Strategy development

Monitoring finances

Education

Graduate of a 4-year course

Job description

Prime Summit Life Insurance Agency (branch of Pru Life UK) is looking for Part-Time (or Full-Time) Insurance Agents and Aspiring Millennial Managers to raise awareness about Financial Freedom.

JOB DESCRIPTION

• Explains the type of financial services to the clients.
• Assesses the client's financial situation to present a financial plan.
• Develops financial strategies by guiding the client to establish and achieve financial goals.
• Monitors client's financial situation.
• Conducts policy review with the client.

PERKS

• Flexible work hours
• Work-from-home
• Travel incentives, awards, and benefits
• Career growth
• Opportunity to create and develop leaders in your team

QUALIFICATIONS

• Graduate of a 4-year course, any Bachelor's Degree. Career Shifter and Newly Grads are welcome.
• Teachable and willing to attend trainings.
• Willing to attend two (2) Saturday Meetings.
• Willing to take Licensing Exam.
• Willing to attend our Career Orientation.