Financial Consultant

Global One Life Insurance Agency

R$2.4-4.3K[Mensual]
Híbrido - Taguig1-3 Anos ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Incentivos, Presente Trimestral

  • Saúde e Bem-Estar

    Seguro de saúde, Seguro de Vida, HMO

  • Benefícios de Habilidades

    Plano de aposentadoria

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

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Descrição:

  • 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.

Requisito

  • 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.
Vendas ConsultivasHabilidades de ComunicaçãoAtendimento ao clienteTech SavvyGerenciamento de Tempo
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Jamewel Ganit

HR OfficerGlobal One Life Insurance Agency

Mais de dez respostas hoje

Local de trabalho

Bonifacio High Street. Taguig, Metro Manila, Philippines

Postado em 23 June 2025

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