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Financial Advisor

4 weeks ago


Makati, Philippines Ace Summit Life Insurance Agency Inc. Full time

Ace Summit Life Insurance Agency Inc., led by Juan Miguel Reyes, has expanded to 8 branches in the Metro area, with 90 Unit Managers, and 1,893 Advisors. The company is dedicated to securing futures with excellence and integrity.

Company Description

Ace Summit Life Insurance Agency Inc., led by Juan Miguel Reyes, has expanded to 8 branches in the Metro area, with 90 Unit Managers, and 1,893 Advisors. The company is dedicated to securing futures with excellence and integrity.

Role Description

This is a full-time on-site role as a Financial Advisor located in Makati. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Finance and Investment management skills
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Business, Economics, or related field

Seniority level : Entry level

Employment type : Full-time

Job function : Finance and Sales

Industries : Insurance

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