Financial Consultant

Skyeline Summit Life Insurance Agency, Inc.

$525-1K[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorPart-time
Share

Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee Recognition Program

  • Insurance Health & Wellness

    Accidental Death & Dismemberment Insurance, Disability Insurance, Health Insurance, Health Savings Account (HSA), Life Insurance, Retiree Health & Medical, Supplemental Life Insurance, HMO

  • Others

    Company Social Events

  • Perks Benefits

    Annual Company Trip, Training Subsidy

  • Professional Development

    Mentorship Program, Professional Development

  • Time Off & Leave

    Maternity & Paternity Leave, Vacation Leave

  • Work-Life Balance

    Flexible Hours, Work from Home

Read More

Description

  • 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.

Requirements

  • 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.
People OrientedConsultative SalesNetworking SkillsOnline Sales
Preview

John Alec Tenorio Cudal

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

Reply 0 Times Today

Working Location

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

Posted on 23 June 2025

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.