Personal Finance Expert

5 days ago


Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full time

We are seeking a highly skilled Personal Finance Expert to join our team at Orion Summit Life Insurance Agency Inc. - Team Justine.

Responsibilities

A Personal Finance Expert is responsible for providing expert financial guidance to clients, including:

  • Assessing clients' financial situations and developing personalized financial plans.
  • Providing education and guidance on risk management and other important financial concepts.
  • Developing and implementing investment strategies to help clients achieve their financial objectives.
  • Staying current on industry developments and new financial products.
  • Fostering strong relationships with clients and identifying new business opportunities.

We offer a dynamic work environment and opportunities for growth and development.



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