Financial Freedom Advisor — Remote & Flexible Hours

Prime Summit Life Insurance Agency - Jan Carlo Tabulog

Mandaluyong

Remote

PHP 279,000 - 391,000

Part time

14 days+
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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.

Responsibilities

  • Explain financial services to clients.
  • Assess client's financial situation and present a financial plan.
  • Develop strategies to achieve financial goals.

Skills

Financial planning
Client assessment
Strategy development
Monitoring finances

Education

Graduate of a 4-year course

Job description

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.
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