Remote Financial Advisor – High Income & Travel Incentives

Legacy Summit Life Insurance Agency; Makati; Hybrid; PHP 360,000 - 540,000; Full time

Benefits offered by this job

Hybrid setup

Travel incentives

HMO

Retirement / Provident Fund

Coaching and mentoring

Job summary

Legacy Summit Life Insurance Agency is seeking Financial Advisors who are passionate about wealth management and driving sales. This remote-friendly role offers flexible hours, with part-time 3 hours or full-time 6 hours daily, and a hybrid setup for added flexibility.

As a licensed ambassador of financial literacy, you will advise clients, manage portfolios, and analyze data to deliver strategic plans. Open to NCR residents with opportunity for international travel incentives and career growth.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• Entry-level position, less than 1 year of experience required.
• Strong knowledge of wealth and finance management, excellent analytical skills, proficiency in financial software.
• Advise clients on financial plans, manage investment portfolios, analyze financial data to provide strategic advice.

Responsibilities

• Advise clients on financial plans.
• Analyze financial data to provide strategic advice.

Skills

Wealth knowledge

Analytical skills

Financial software

Education

Bachelor's in Finance/Economics

Job description

Legacy Summit Life Insurance Agency is seeking Financial Advisors who are passionate about wealth management and driving sales. This remote-friendly role offers flexible hours, with part-time 3 hours or full-time 6 hours daily, and a hybrid setup for added flexibility.

As a licensed ambassador of financial literacy, you will advise clients, manage portfolios, and analyze data to deliver strategic plans. Open to NCR residents with opportunity for international travel incentives and career growth.