Wealth Advisor

Radiant Amber Life Insurance Agency Inc.; Pasig; On-site; PHP 334,800 - 558,000; Full time

Job summary

A life insurance agency in Metro Manila is looking for an individual to create customized financial plans and strategies for clients, sell life insurance products, and recruit prospective teammates. Candidates should have strong analytical, communication, and interpersonal skills. A bachelor’s degree is preferred, and experience in sales and marketing is advantageous.

Qualifications

• Preferably a bachelor's degree.
• Strong analytical, communication, and interpersonal skills.
• Ability to manage client relationships and provide clear financial advice.
• Experience in sales and marketing is a plus factor.

Responsibilities

• Create customized financial plans and strategies for clients.
• Sell life insurance products.
• Recruit potential teammates.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree

Job description

Responsibilities

• Create customized financial plans and strategies to help clients meet their short-term and long-term objectives.
• Sell life insurance products and recruit potential teammates.

Qualifications

• Preferably a bachelor’s degree.
• Strong analytical, communication, and interpersonal skills. Ability to manage client relationships and provide clear financial advice.
• Residing in Metro Manila
• Experience in sales and marketing is a plus factor.