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Part-Time Wealth Management Advisor

2 weeks ago

Pasig, National Capital Region, Philippines Double Dragon Life Insurance Agency Part time
Job Description:
We are seeking an experienced Part-Time Financial Advisor to join our team at Double Dragon Life Insurance Agency. As a key member of our team, you will play a crucial role in providing expert financial guidance and personalized life insurance solutions to our clients.

About the Role:
This is an exciting opportunity to work with a dynamic and growing organization that values innovation, excellence, and customer satisfaction. As a Part-Time Financial Advisor, you will work closely with individuals and families to develop customized financial plans that meet their unique needs. Your expertise will encompass life insurance products, investment strategies, retirement planning, and wealth management, among other areas.

Key Responsibilities:
  • • Collaborate with clients to identify their financial objectives, risks, and requirements.
  • • Conduct thorough analyses of clients' financial situations and develop comprehensive recommendations.
  • • Present and explain complex financial concepts to clients in a clear and concise manner.
  • • Foster strong relationships with clients through exceptional communication, empathy, and understanding.
  • • Stay current with industry developments, regulatory changes, and product innovations.
  • • Continuously monitor and evaluate the effectiveness of your advice and recommendations.
  • • Work collaboratively with cross-functional teams to deliver seamless client experiences.

Requirements:
  • • Bachelor's degree in a relevant field (e.g., finance, economics)
  • • Proven track record of delivering exceptional client service and results-driven outcomes.
  • • Excellent analytical, problem-solving, and communication skills.
  • • Strong business acumen and ability to think strategically.
  • • Proficiency in industry-standard software and technologies.
  • • Willingness to obtain necessary licenses and certifications.
  • • Strong passion for helping clients achieve financial security and success.

What We Offer:
  • • Attractive compensation package with bonuses and commissions.
  • • Comprehensive benefits, including medical, dental, and vision coverage.
  • • Professional development opportunities and training programs.
  • • Flexible work arrangements and remote work options.
  • • Collaborative and dynamic work environment.
  • • Opportunity to make a meaningful impact on clients' lives.