Financial Advisor

2 weeks ago


Taguig, Philippines Global One Life Insurance Agency Full time

Hybrid - Taguig No Exp Required Bachelor Part-time Share 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 If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately withholds your ID, requires you to provide a guarantee or collects property, #J-18808-Ljbffr



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