Financial Consultant
Global One 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
Health Insurance, Life Insurance, HMO
Perks Benefits
Retirement Plan
Work-Life Balance
Flexible Hours, Work from Home
Description
- Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
- Analyze clients' financial data and goals.
- Provide tailored investment and savings strategies.
- Monitor market trends and economic conditions.
- Develop comprehensive financial plans.
- Maintain client relationships and offer ongoing support.
- Assist clients with retirement and estate planning.
- Stay updated on industry regulations and compliance.
Requirements
- Educational Qualifications: Bachelor’s degree in any course or field.
- Experience Level: No prior experience required; entry-level candidates encouraged to apply.
- Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth-oriented mindset.
- Working Conditions: Work from home set-up, flexible hours.
- Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
Jamewel Ganit
HR OfficerGlobal One Life Insurance Agency
More than ten replies today
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 23 June 2025
Explore similar jobs
View more similar jobsFinancial Consultant
Pru Life UK - Team GizelleC$479-599[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorPart-time
Gizelle AngelUnit Manager
Financial ConsultantUrgent
FWD - One ApexC$360-599[Monthly]
Hybrid - TaguigNo Exp RequiredBachelorPart-time
Ivan LontocFinancial Wealth Branch Manager
Financial Advisor
One Apex Financial PlannersC$240-360[Monthly]
Hybrid - Taguig<1 Yr ExpBachelorPart-time
Juan FernandezManager
Financial Solution Representative
E-Solutions IT ServicesC$479-839[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorContract
Toty Ross PeregrinoHR Officer
Financial ConsultantUrgent
Two Summit Life Insurance AgencyC$479-959[Monthly]
Hybrid - TaguigNo Exp RequiredBachelorPart-time
John Paul ValenciaAssistant Unit Manager
Global One Life Insurance Agency
Unfinanced / Angel
>1000 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.
