Financial Consultant

2 days ago

Pasig, Philippines First Global Summit Life Insurance Agency Full time

Overview

First Global Summit Life Insurance Agency

Position

Urgent ₱20-40K (Monthly) Hybrid - Pasig No Exp Required Bachelor Part-time

Responsibilities
  • Assist clients in financial planning, conduct market analysis, and provide personalized financial solutions.
  • expert financial advice to clients.
  • Analyze financial data and create investment strategies.
  • Help clients manage portfolios and assess financial risks.
  • Stay updated on market trends and regulations.
  • Build and maintain strong client relationships.
  • Develop personalized financial plans.
  • Experience Level: No prior experience required; fresh graduates are encouraged to apply.
  • Skills and Competencies: Proficient in consultative sales, customer service, and market research; tech-savvy.
  • Working Conditions: Office environment with potential remote work opportunities; flexible hours may be available.
  • Qualities and Traits: Excellent communicator, adaptable, and possesses an entrepreneurial mindset.
Qualifications
  • Experience Level: No prior experience required; fresh graduates are encouraged to apply.
  • Skills and Competencies: Proficient in consultative sales, customer service, and market research; tech savvy.
  • Working Conditions: Office environment with potential remote work opportunities; flexible hours may be available.
  • Qualities and Traits: Excellent communicator, adaptable, and possesses an entrepreneurial mindset.
Benefits and Wellness
  • Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
  • Life Insurance, HMO
  • Open Workspace, Retirement Plan
Location and Working

Working Location: First Global Summit Life Insurance Agency

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