Hybrid Financial Planner | Remote Options + Impact

Red Lion Summit Life Insurance Agency; Makati; Hybrid; PHP 240,000 - 480,000; Full time

Job summary

Red Lion Summit Life Insurance Agency in Makati offers a hybrid financial advisor role, available part-time or full-time with some remote work, designed for flexible engagement with clients. You will provide financial planning, risk management, retirement planning, investments, and ongoing client servicing to help clients achieve financial goals.

The ideal candidate has 1–2 years of experience, strong analytical and communication skills, and a related degree is a plus.

Qualifications

• Minimum of 1-2 years of working experience.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Demonstrated knowledge of insurance and investment products is a plus.
• Bachelor's degree in Accounting, Finance, Business, Economics, or related field is an advantage.

Responsibilities

• This role provides financial planning, risk management, and retirement planning advice to clients.
• Offers guidance on finance, investments, and overall financial advisory and servicing.
• Maintains client relations and supports ongoing financial servicing.

Skills

Analytical thinking

Communication skills

Teamwork

Independent work

Insurance & investments knowledge

Education

Bachelor's degree in Accounting/Finance/Business/Economics

Job description

Red Lion Summit Life Insurance Agency in Makati offers a hybrid financial advisor role, available part-time or full-time with some remote work, designed for flexible engagement with clients. You will provide financial planning, risk management, retirement planning, investments, and ongoing client servicing to help clients achieve financial goals.

The ideal candidate has 1–2 years of experience, strong analytical and communication skills, and a related degree is a plus.