Financial Planning Advisor — Travel & High Earning Potential

Ace Summit Life Insurance Agency; Makati; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Limitless Income Potential

Local and International Travels

Cash Incentives

Awards and Recognition

Career and Personal Growth

Savings and Retirement Plan

Health Maintenance Organization (HMO)

Work-Life Balance with Time Freedom

Job summary

A financial services firm in Makati is seeking individuals passionate about financial planning to assist clients in achieving their goals. You will help educate clients about financial literacy and foster long-term relationships. Ideal candidates are communicative, adaptable, and eager to learn. This role offers limitless income potential, travel opportunities, and incentives for performance improvements.

Qualifications

• Passion for educating clients about financial literacy.
• Willingness to learn and be mentored.
• Ability to work with technology (laptop/PC with webcam and smartphone).

Responsibilities

• Assist clients in creating financial plans.
• Address financial questions and concerns.
• Build long-term relationships with clients.

Skills

Financial planning

Client relationship building

Communication skills

Job description

A financial services firm in Makati is seeking individuals passionate about financial planning to assist clients in achieving their goals. You will help educate clients about financial literacy and foster long-term relationships. Ideal candidates are communicative, adaptable, and eager to learn. This role offers limitless income potential, travel opportunities, and incentives for performance improvements.