Insurance Advisor - Metro Manila

Sun Life - Otto the Great Unit; Taguig; On-site; PHP 201,000 - 290,000; Part time

Job summary

A financial services company in Taguig is seeking individuals for a part-time or full-time Financial Advisor role. The position involves expanding the client base and developing financial solutions tailored to individual and corporate needs. Ideal candidates enjoy meeting people, have strong communication skills, and a drive to succeed independently. Training will be provided to help you manage personal finances effectively.

Qualifications

• Experience working in any field preferred.
• Motivated by challenges and able to work with minimum supervision.
• Willingness to learn about managing personal finances.
• Experience in any field acceptable as a base for financial advisory services.

Responsibilities

• Expand the base of individual and corporate clients.
• Develop individualized financial solutions based on needs analysis.
• Participate in training sessions.

Skills

Interpersonal Skills

Communication Skills

Quantitative Analysis

Sales

Wealth Management

Education

Bachelor's Degree

Tools

Laptop/PC

Job description

On-site - Taguig 1-3 Yrs Exp Bachelor Part-time

Overview

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Job Description

We are looking for individuals with experience working in any field who are seeking extra income and a purposeful side hustle. The main task is to expand the base of individual and corporate clients by developing individualized solutions for financial requirements such as emergency fund, retirement fund, education fund and income protection among others, based on needs analysis. Join a fast growing team of Financial Advisors. Part Time or Full Time position are accepted. Enjoys meeting people. Willing to learn in-depth about managing personal finances. Service-oriented. Has a mindset of an entrepreneur (can deliver results with minimum supervision). Likes to earn unlimited income. Motivated by challenges. Excellent in time management. IMPORTANT: Must be able to join trainings, has a laptop or PC and fast internet connection.

Skills & Qualities

• Interpersonal Skills
• Communication Skills
• Quantitative Analysis
• Sales
• Wealth Management

Working Location

8th Floor, Milestone at Fifth Avenue, G2XW+9FW, 5th Ave, Taguig, Metro Manila, Philippines

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