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Financial Consultant
2 weeks ago
Role Description
This is a part-time hybrid role for a Financial Consultant at Two Summit Life Insurance Agency. The Financial Consultant will be responsible for providing financial planning, investment advice, and retirement planning services to clients.
Free trainings will be provided. Attending two meetings each month is required, aside from that, employees have the flexibility to work at any time and from any location for the rest of the month.
Responsibilities
- Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)
- Guide existing clients in making wise financial decisions across different life stages
- Develop business by acquiring and building individual and corporate clienteles
- Manage, develop, and train a group of financial consultants.
Benefits And Rewards
- Work-from-home setup
Time
- Time flexibility and work-life balance
- Work anytime, anywhere
Income stability by having multiple sources of income
- Enjoy weekly income, quarterly bonus and cash incentives
- HMO and Group Life Insurance benefits
- Employer-matched savings and retirement plan
Purpose
- Career with a mission - we help increase financial literacy and prevent financial tragedies
- Make a positive impact
Travel
- Local and international travel incentive
- All expense-paid luxury travels (Hawaii, Slovenia, Hungary, New Zealand, China and many more)
Career and personal development
- Fast-paced promotion and career development (become a manager as early as 6 months)
- Strong support and mentoring system
- Cultivate your entrepreneural aspirations
Minimum Qualifications
- Willing to be trained and coached
- Must be residing and working in the Greater Manila Area, Pampanga, Laguna, and other nearby areas
- Willing to attend online meetings and trainings
- Bachelor's Degree Graduate
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