Financial Consultant

First Global Summit Life Insurance Agency

Urgent
₨104.9-209.9K[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

Working Location

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

Posted on 24 May 2025

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