Financial Consultant

Prulife UK - Northern Summit Life Insurance Agency; Quezon City; On-site; PHP 279,000 - 670,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Employee of the Month Award

Flexible Hours

Work from Home

Retirement Plan

Flexible Hours

Work from Home

Job summary

A financial services firm in Quezon City is looking for a Financial Advisor. In this flexible role, you will meet clients to understand their financial needs and develop personalized plans to help them achieve their goals. Candidates must be college graduates and Filipino citizens, willing to undergo training. This position allows for hybrid work arrangements.

Qualifications

• Must be a Filipino Citizen and resident, preferably NCR or nearby provinces.
• Willingness to undergo training and coaching.
• Strong Internet Connection.
• Must have Laptop, iPad, or Tablet.
• Must be a Filipino Citizen and resident, preferably NCR or nearby provinces.

Responsibilities

• Meet with clients to understand their financial needs and goals.
• Develop personalized financial plans for clients.
• Offer advice on insurance, investments, and financial products.
• Monitor clients’ financial plans and suggest changes.
• Stay updated with financial news and trends.

Skills

Communication Skills

Time Management

Teamwork

Interpersonal Skills

Wealth Management

Leadership

Education

4 year College Degree

Job description

Prulife UK - Northern Summit Life Insurance Agency

Hybrid - Quezon City No Exp Required Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Insurance Health & Wellness

Life Insurance, HMO

Others

Office Parties

Open Workspace, Retirement Plan

Professional Development

Work-Life Balance

Flexible Hours, Work from Home

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Job Overview:

• We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals. You don’t need to leave your current job to start this exciting new opportunity.

Key Responsibilities:

• Meet with Clients: Talk to clients to understand their financial needs and goals.
• Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
• Give Advice: Offer advice on insurance, investments, and other financial products.
• Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed.
• Stay Updated: Keep up with the latest financial news and trends to provide the best advice.

MINIMUM REQUIREMENTS:

• 4 year College Graduate of any course
• Willing to undergo training and coaching
• Strong Internet Connection
• With Laptop or Ipad or Tablet
• Must be a Filipino Citizen and resident, preferably NCR or nearby provinces

Communication Skills Time Management Teamwork Interpersonal Skills Wealth Management Leadership

Preview

HR Officer Prulife UK - Northern Summit Life Insurance Agency

Working Location

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