Hybrid Financial Advisor — Build Relationships & Plan Futures

Two Summit Life Insurance Agency; Taguig; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Signing bonus

Allowance

Commission

Bonuses

Incentives

Flexible schedule

Job summary

Two Summit Life Insurance Agency in the Philippines is seeking driven professionals who enjoy building relationships, understand clients' financial goals, and help people make informed financial decisions.

The role offers a flexible, hybrid setup with online and in-person client meetings, a path to develop a personal client portfolio, and opportunities for bonuses, commissions, and incentives through performance.

Qualifications

• College graduate and eager to start a career in financial services.
• Strong communication and relationship-building abilities.
• Client-focused with a results-driven mindset.

Responsibilities

• Build and maintain long-term client relationships
• Understand clients' financial goals and recommend appropriate solutions
• Conduct financial planning discussions and client presentations
• Develop your own client portfolio and professional network
• Participate in training, coaching, and professional development

Skills

Communication skills

Relationship-building

Client-focused

Education

College degree

Job description

Two Summit Life Insurance Agency in the Philippines is seeking driven professionals who enjoy building relationships, understand clients' financial goals, and help people make informed financial decisions.

The role offers a flexible, hybrid setup with online and in-person client meetings, a path to develop a personal client portfolio, and opportunities for bonuses, commissions, and incentives through performance.