Alexandrite 2 Summit Life Insurance Agency Financial Consultant

Alexandrite 2 Summit Life Insurance Agency

₱20-40K[Monthly]

Remote1-3 Yrs ExpBachelorFreelance

Open Country：Philippines

Language Requirements：English | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Employee Recognition and Rewards
No Monitoring System, No Politics at Work, Performance Bonus
Insurance Health & Wellness
Health Insurance, Life Insurance
Professional Development
Career Development, Continuing Education, Learning Budget
Time Off & Leave
Unlimited or Flexible PTO

Provide expert financial advice and strategies to clients.
Analyze financial data to identify trends and opportunities.
Develop customized financial plans based on client goals.
Monitor market conditions and economic factors affecting clients' investments.
Build and maintain strong client relationships through exceptional communication.
Provide financial advice, develop financial plans, and manage client portfolios.

Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
Experience Level: 1-3 years of financial consulting experience preferred. Fresh graduates are welcome.
Skills and Competencies: Proficient in consultative and online sales, cash flow analysis, and accounting.
Working Conditions: Flexible work hours, can be done from home or remote setting. Can be done part-time.
Location: Must be based in Metro Manila or nearby provinces.
Qualities and Traits: Strong communication, networking skills, people-oriented, and a problem-solving mindset.
Must be between 21-40 years old.