Hybrid Insurance Advisor | Flexible Hours & HMO

FWD - Annapurna Branch; Makati; Hybrid; PHP 300,000 - 540,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Incentives

HMO

Company Social Events

Office Parties

Retirement Plan

Flexible Hours

Work from Home

Job summary

A leading financial services firm in Makati is looking for a part-time Financial Consultant to provide financial advice and create personalized plans. Candidates should have 1-3 years of experience in financial consulting or sales, possess strong analytical skills, and be goal-driven. The role is hybrid, requiring in-office meetings as well as client visits. Competitive perks such as commissions and bonuses are offered.

Qualifications

• 1–3 years of experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
• Detail-oriented with strong problem-solving skills.
• Ability to work independently and in a team environment.

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Analyze personal financial data and create personalized financial plans.
• Evaluate clients' financial status and recommend strategies for improvement.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Meet activity goals and contribute to team targets and overall business growth.

Skills

Detail-oriented

Strong problem-solving skills

Wealth Management Communication Skills

People Oriented

Networking Skills

Job description

A leading financial services firm in Makati is looking for a part-time Financial Consultant to provide financial advice and create personalized plans. Candidates should have 1-3 years of experience in financial consulting or sales, possess strong analytical skills, and be goal-driven. The role is hybrid, requiring in-office meetings as well as client visits. Competitive perks such as commissions and bonuses are offered.