Financial Consultant

First Global Summit Life Insurance Agency

Urgent
₨107.8-215.7K[Monthly]
Hybrid - PasigNo Exp RequiredBachelorPart-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

  • Insurance Health & Wellness

    Life Insurance, HMO

  • Perks Benefits

    Open Workspace, Retirement Plan

  • Professional Development

    Mentorship Program, Professional Development

  • Work-Life Balance

    Flexible Hours, Work from Home

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Description

  • Assist clients in financial planning, conduct market analysis, and provide personalized financial solutions.
  • expert financial advice to clients.
  • Analyze financial data and create investment strategies.
  • Help clients manage portfolios and assess financial risks.
  • Stay updated on market trends and regulations.
  • Build and maintain strong client relationships.
  • Develop personalized financial plans.

Requirements

  • Educational Qualifications: Any Bachelor’s degree
  • Experience Level: No prior experience required; fresh graduates are encouraged to apply.
  • Skills and Competencies: Proficient in consultative sales, customer service, and market research; tech-savvy.
  • Working Conditions: Office environment with potential remote work opportunities; flexible hours may be available.
  • Qualities and Traits: Excellent communicator, adaptable, and possesses an entrepreneurial mindset.
Consultative SalesCustomer ServiceMarket Research SkillsEntrepreneurial MindsetTech SavvyExcellent CommunicationAdaptability
Preview

Angel Mae Abcede

Unit ManagerFirst Global Summit Life Insurance Agency

Active within three days

Working Location

F Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines

Posted on 24 May 2025

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