Insurance & Financial Planning Advisor (Travel & Growth)

Ace Summit Life Insurance Agency; Makati; On-site; PHP 250,000 - 500,000; Full time

Benefits offered by this job

Limitless Income Potential

Local and International Travels

Cash Incentives

Career and Personal Growth

Health Maintenance Organization (HMO)

Job summary

A financial services firm in Makati is seeking motivated individuals to assist clients in financial planning. The role involves educating clients about financial literacy, addressing their financial questions, and building long-term relationships. Candidates should have sales experience and good communication skills. The position offers limitless income potential and various benefits including local and international travel opportunities.

Qualifications

• Must be equipped with a laptop/PC with webcam and smartphone.
• Open for fresh graduates who are willing to be mentored.

Responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.

Skills

Sales experience

Good communication skills

Job description

A financial services firm in Makati is seeking motivated individuals to assist clients in financial planning. The role involves educating clients about financial literacy, addressing their financial questions, and building long-term relationships. Candidates should have sales experience and good communication skills. The position offers limitless income potential and various benefits including local and international travel opportunities.