Financial Consultant
First Global Summit 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
Life Insurance, HMO
Perks Benefits
Open Workspace, Retirement Plan
Professional Development
Mentorship Program, Professional Development
Work-Life Balance
Flexible Hours, Work from Home
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.
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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101-500 Employees
Insurance & Superannuation
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