Expert Financial Guidance Professional

2 days ago


Pasig, National Capital Region, Philippines Double Dragon Life Insurance Agency Part time
Financial Planning Expertise

We are seeking a skilled Part-Time Financial Advisor to join our team at Double Dragon Life Insurance Agency. As a Part-Time Financial Advisor, you will be responsible for providing expert financial guidance and personalized life insurance solutions to help clients achieve financial security. Your role will involve analyzing clients' financial situations, identifying areas for improvement, and developing tailored financial plans to help them achieve their financial goals.

Main Responsibilities
- Analyzing clients' financial situations and identifying areas for improvement
- Developing personalized financial plans to help clients achieve their financial goals
- Providing expert guidance on life insurance products, investment strategies, retirement planning, and other financial matters
- Building and maintaining long-term client relationships, offering ongoing support and regular check-ins
- Staying updated on financial market trends, regulations, and product offerings to provide accurate and informed advice

Requirements

- No experience required
- College graduate
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Self-motivated with a strong ability to work independently and manage a flexible schedule
- Ability to work part-time hours and adjust schedule to meet client needs
- Must have or be willing to obtain necessary licenses from the government (Insurance Commission)
- A passion for helping clients achieve financial security and long-term success

Benefits

- Competitive compensation with commission-based incentives
- Health card, Group Insurance, Retirement benefits
- International Travel Incentives can be convertible to cash
- Flexible part-time work hours and remote work options
- Ongoing online training and professional development opportunities
- A supportive, team-oriented work environment
- The opportunity to make a meaningful impact on clients' lives by helping them secure their financial future.

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