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
- 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.
Angel Mae Abcede
Unit ManagerFirst Global Summit Life Insurance Agency
Active within three days
Working Location
F Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
Posted on 24 May 2025
Explore similar jobs
View more similar jobsFinancial Consultant
Crown Summit Life Insurance Agency of Pru Life UKC$704-938[Monthly]
Hybrid - PasigNo Exp RequiredBachelorPart-time
Joveelynn SeePhilippines
Financial Consultant
Radiant Amber Life Insurance Agency Inc.C$586-1.2K[Monthly]
Hybrid - PasigFresh Graduate/StudentBachelorFull-time
Mark Anthony SantosFounder
Financial Controller
Proselect Management IncC$2.8-4.2K[Monthly]
Hybrid - Pasay5-10 Yrs ExpBachelorFull-time
Riezel VallejosHR Officer
Pru Life UK - Financial ConsultantUrgent
Pru Life UK | Royals BranchC$821-1.6K[Monthly]
Hybrid - PasayNo Exp RequiredBachelorPart-time
Mark Arvin GarciaHR Manager
Elite Financial Consultant (with Signing Bonus and Allowance)
Pru Life UK, Alexandrite 2 SummitNegotiable
Hybrid - Makati1-3 Yrs ExpBachelorFull-time
Julius Romil ReyesOwner
First Global Summit Life Insurance Agency
Other
101-500 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
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.
