Financial Consultant

Skyeline Summit Life Insurance Agency, Inc.

₺21.2-42.3K[月薪]
混合办公 - 马卡蒂无需经验本科兼职
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职位描述

福利待遇

  • 员工表彰与奖励

    提成, 业绩加成, 员工表彰计划

  • 健康保险

    意外死亡和伤残保险, 残疾保险, 健康保险, 健康储蓄账户, 人寿保险, 退休人员健康与医疗, 补充人寿保险, 健康维护组织

  • 其他

    企业社交活动

  • 额外福利

    年度公司旅行, 培训补贴

  • 职业发展

    导师计划, 职业发展

  • 休假和请假

    产假和陪产假, 休假

  • 工作生活两不误

    弹性时间, 居家办公

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职位描述

  • Provide expert financial advice to clients on investments, savings, and financial planning.
  • Analyze clients' financial situations and develop tailored strategies to meet their goals.
  • Monitor market trends and educate clients on the impacts of economic changes.
  • Build and maintain strong client relationships through effective communication and support.
  • Ensure compliance with financial regulations and ethical practices.

职位要求

  • Educational Qualifications: Bachelor’s degree in any field.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Strong people-oriented attitude, effective consultative sales techniques, and excellent networking abilities.
  • Responsibilities and Duties: Assist clients with financial planning, provide tailored investment advice, and develop sales strategies.
  • Working Conditions: Hybrid to Fully Work-From-Home setup with potential travel for client meetings; flexible hours.
  • Qualities and Traits: Strong interpersonal skills, adaptable, self-motivated, and a keen interest in finance.
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John Alec Tenorio Cudal

Branch Recruitment & Licensing HeadSkyeline Summit Life Insurance Agency, Inc.

今天活跃

工作地址

Skyeline Summit Life Insurance Agency. 2/F, Classica Tower 1, Salcedo Village, 112 H.V. Dela Costa, Makati City, 1227 Metro Manila, Philippines

发布于 23 June 2025

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Skyeline Summit Life Insurance Agency, Inc.

未融资

101-500人

保险

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