Financial Consultant

First Global Summit Life Insurance Agency; Pasig; On-site; PHP 223,200 - 446,400; Part time

Benefits offered by this job

Commission

Performance Bonus

Employee of the Month Award

Life Insurance

HMO

Retirement Plan

Job summary

A financial services provider is looking for a part-time financial advisor in Pasig. This role involves assisting clients with financial planning and providing expert advice on investments. Fresh graduates are welcomed to apply. The position offers flexibility and a hybrid working environment with multiple incentives and benefits including life insurance and retirement plans.

Qualifications

• No prior experience required; fresh graduates are encouraged to apply.
• Excellent communicator with an entrepreneurial mindset.
• Proficient in consultative sales and customer service.

Responsibilities

• Assist clients in financial planning and conduct market analysis.
• Provide personalized financial solutions and expert advice.
• Help clients manage portfolios and assess financial risks.

Skills

Consultative sales

Customer service

Market research

Tech-savvy

Education

Bachelor's degree

Job description

Overview

First Global Summit Life Insurance Agency

Position

Urgent ₱20-40K [Monthly] Hybrid - Pasig No Exp Required Bachelor Part-time

Responsibilities

• Assist clients in financial planning, conduct market analysis, and provide personalized financial solutions.
• expert financial advice to clients.
• Analyze financial data and create investment strategies.
• Help clients manage portfolios and assess financial risks.
• Stay updated on market trends and regulations.
• Build and maintain strong client relationships.
• Develop personalized financial plans.
• Experience Level: No prior experience required; fresh graduates are encouraged to apply.
• Skills and Competencies: Proficient in consultative sales, customer service, and market research; tech-savvy.
• Working Conditions: Office environment with potential remote work opportunities; flexible hours may be available.
• Qualities and Traits: Excellent communicator, adaptable, and possesses an entrepreneurial mindset.

Qualifications

• Experience Level: No prior experience required; fresh graduates are encouraged to apply.
• Skills and Competencies: Proficient in consultative sales, customer service, and market research; tech savvy.
• Working Conditions: Office environment with potential remote work opportunities; flexible hours may be available.
• Qualities and Traits: Excellent communicator, adaptable, and possesses an entrepreneurial mindset.

Benefits and Wellness

• Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
• Life Insurance, HMO
• Open Workspace, Retirement Plan

Location and Working

Working Location: First Global Summit Life Insurance Agency