Hybrid Insurance & Financial Planner - Entry Level

Global One Life Insurance Agency; Taguig; On-site; PHP 167,000 - 268,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Employee Recognition Program

Job summary

A financial services agency is seeking entry-level candidates in Taguig for a part-time hybrid role. Responsibilities include assisting clients with financial planning, providing investment advice, and developing financial strategies. Applicants should have a Bachelor's degree and possess strong networking and communication skills. The position offers flexibility in hours and multiple incentives, including performance bonuses and health insurance.

Qualifications

• Entry-level candidates encouraged to apply.
• Excellent communication, analytical thinking, and problem-solving skills required.

Responsibilities

• Assist clients with financial planning, provide investment advice.
• Analyze clients' financial data and goals.
• Develop comprehensive financial plans.
• Maintain client relationships and provide ongoing support.

Skills

Strong networking skills

People-oriented

Team player

Willingness to learn

Resilience

Proactive approach

Education

Bachelor’s degree in any course or field

Job description

A financial services agency is seeking entry-level candidates in Taguig for a part-time hybrid role. Responsibilities include assisting clients with financial planning, providing investment advice, and developing financial strategies. Applicants should have a Bachelor's degree and possess strong networking and communication skills. The position offers flexibility in hours and multiple incentives, including performance bonuses and health insurance.