Part-Time Financial Advisor

3 weeks ago


Metro Manila Philippines Wolf Summit Life Insurance Agency Full time

Junior Unit Manager @ Pru Life UK | Relationship Management, Marketing Company Description Wolf Summit Life Insurance Agency is dedicated to spreading financial literacy and fostering trust through education, transparency, and personalized service. We empower clients to make informed decisions about their financial futures while building long-term relationships. Our commitment to knowledge‑sharing ensures clients feel confident and supported in achieving their financial goals. At Wolf Summit, we prioritize education and integrity to provide exceptional service. Role Description This is a part‑time, on‑site role located in Metro Manila for a Financial Advisor. The Financial Advisor will assist clients with financial planning, provide tailored financial advice, and create strategies to achieve their short‑ and long‑term financial goals. Responsibilities include evaluating client financial portfolios, guiding decisions on investments, retirement planning, and insurance coverage. The role involves maintaining client relationships while ensuring financial literacy and trust remain at the forefront. Responsibilities: Assist clients with financial planning and tailored financial advice Create strategies to achieve short‑ and long‑term financial goals Evaluate client financial portfolios Guide decisions on investments, retirement planning, and insurance coverage Maintain client relationships while promoting financial literacy and trust Qualifications: Bachelor's Degree in any course Living in Metro Manila or nearby areas Willing to attend scheduled face‑to‑face meetings, twice per quarter in our Makati Office Ability to analyze simple financial data and design personalized financial strategies Experience in sales roles is highly beneficial but not required Seniority level : Entry level Employment type : Full‑time Job function : Finance and Sales Industries : Insurance Location : Makati, National Capital Region, Philippines (Metro Manila) Referrals increase your chances of interviewing at Wolf Summit Life Insurance Agency by 2x. #J-18808-Ljbffr



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