Financial Advisor

4 weeks ago


Taguig, Philippines Global One Life Insurance Agency Full time

Hybrid - Taguig No Exp Required Bachelor Part-time

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Job Description Employee Recognition and Rewards

Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

  • Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
  • Analyze clients’ financial data and goals. Provide tailored investment and savings strategies.
  • Monitor market trends and economic conditions.
  • Develop comprehensive financial plans.
  • Maintain client relationships and offer ongoing support.
  • Assist clients with retirement and estate planning.
  • Stay updated on industry regulations and compliance.
  • Educational Qualifications : Bachelor’s degree in any course or field.
  • Experience Level : No prior experience required; entry-level candidates encouraged to apply.
  • Skills and Competencies : Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth mindset-oriented mindset.
  • Woking Conditions : Work from home set-up, flexible hours.
  • Qualities and Traits : Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
  • Communication Skills
  • Time Management
  • Consultative Sales
  • Tech Savvy
  • Customer Service

Preview

HR Officer Global One Life Insurance Agency

Working Location

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