Part Time Job

4 weeks ago

Metro Manila Philippines Two Summit Life Insurance Agency Full time

Overview

This is a part-time hybrid role for a Financial Consultant located in Metro Manila, with some work from home allowed. The Financial Consultant will be responsible for providing comprehensive financial planning services, including investments and retirement planning. The role involves analyzing clients' financial situations, developing customized plans to meet their financial goals, and maintaining ongoing client relationships to ensure their needs are met.

Responsibilities
  • Provide comprehensive financial planning services, including investments and retirement planning
  • Analyze clients' financial situations
  • Develop customized financial plans to meet clients\' goals
  • Maintain ongoing client relationships to ensure needs are met
Qualifications
  • Financial Planning and Retirement Planning skills
  • Investments and Finance skills
  • Analytical Skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
Job Details
  • Seniority level: Entry level
  • Employment type: Part-time
  • Job function: Finance and Sales
  • Industry: Insurance Agencies and Brokerages
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