Financial Consultant

First Global Summit Life Insurance Agency

Urgent

＄347-694[Monthly]

Hybrid - PasigNo Exp RequiredBachelorPart-time

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

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.

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.

Consultative SalesCustomer ServiceMarket Research SkillsEntrepreneurial MindsetTech SavvyExcellent CommunicationAdaptability