Financial Advisor
Global One Life Insurance Agency
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
Insurance Health & Wellness
Health Insurance, Life Insurance, HMO
Description
- 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.
Requirements
- 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 mindset-oriented mindset.
- Woking Conditions: Work from home set-up, flexible hours.
- Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
Rica Joy Agcarao
HR OfficerGlobal One Life Insurance Agency
Active today
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 20 July 2025
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