Global One Life Insurance Agency Financial Consultant

Global One Life Insurance Agency

₱25-40K[Monthly]

Remote1-3 Yrs ExpBachelorFull-time

Open Country：Philippines

Language Requirements：English | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
Analyze clients' financial data and goals.
Provide tailored investment and savings strategies.
Monitor market trends and economic conditions.
Develop comprehensive financial plans.
Maintain client relationships and offer ongoing support.
Assist clients with retirement and estate planning.
Stay updated on industry regulations and compliance.

Educational Qualifications: Bachelor’s degree in any course or field.
Experience Level: No prior experience required; entry-level candidates encouraged to apply.
Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth-oriented mindset.
Working Conditions: Work from home set-up, flexible hours.
Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.

Networking SkillsPeople OrientedTeam PlayerWilling to LearnResilientGrowth Oriented