[URGENT] Part-time Financial Advisor

Ace Summit Life Insurance Agency - Jose Mari Lopez

Urgent
Дин43.6-87.2K[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorPart-time
Share

Job Description

Benefits

  • Employee Recognition and Rewards

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

  • Government Mandated Benefits

    Employee Loan

  • Insurance Health & Wellness

    Life Insurance, HMO

  • Others

    Company Social Events, Profit Sharing

  • Perks Benefits

    Free Meals, Open Workspace, Retirement Plan, Training Subsidy

  • Professional Development

    Job Training, Mentorship Program, Professional Development

  • Work-Life Balance

    Flexible Hours, Work from Home

Read More

Nature of work

An Insurance Agent serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals.

The role includes educating clients on different financial products, creating tailored financial plans, offering solutions that address various financial needs.


Responsibilities

  • Meet with clients to understand their needs, goals, and financial situations.
  • Conduct financial needs analyses and recommend suitable solutions.
  • Provide advice on life insurance, health protection, investments, and retirement planning.
  • Design strategies to help clients build wealth and prepare for life’s uncertainties.
  • Offer financial products such as insurance policies, investment-linked plans, and savings programs.
  • Clearly explain product features and benefits to empower informed decisions.
  • Stay updated with financial regulations and industry trends.
  • Practice professionalism and ethics, following Insurance Commission standards.


What We Offer

  • World-class training and mentorship
  • Flexible schedule — be your own boss
  • Unlimited income potential + exciting incentives (travel & rewards)
  • A purpose-driven career that makes a difference
Communication SkillsCustomer ServiceAttention to detailProblem SolvingAnalytical SkillsNegotiationTime ManagementDetail-orientedComputer LiteracySales
Preview

Jose Mari Lopez

Assistant Unit ManagerAce Summit Life Insurance Agency - Jose Mari Lopez

Reply 2 Times Today

Working Location

2nd, United Life Building. 837 Antonio Arnaiz Ave, Legazpi Village, Makati City, 1220 Metro Manila, Philippines

Posted on 17 September 2025

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.