Insurance Financial Advisor

3 weeks ago


Makati City, National Capital Region, Philippines Lazurite Gold Life Insurance Agency Full time

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Assistant Unit Manager - Lazurite Gold Life Insurance Agency

Company Description

Members are at work-from-home setup, working efficiently through the use of internet connection and working device (Laptop/Tablet/Mobile Phone).

Role Description

This is a part-time remote role for an Insurance Financial Advisor. The Insurance Financial Advisor will be responsible for offering financial planning, advising clients on retirement planning, managing insurance portfolios, and providing investment advice. The role will also include regular client interactions, assessing client financial needs, and developing customized financial plans.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Experience in Product Sales, Finance, Insurance, and Investments
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Ability to work independently and remotely
  • Experience in the financial services industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field preferred
Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales

Industries

Insurance

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