Financial Consultant
Global One Life Insurance Agency
職位描述
福利待遇
員工表彰與獎勵
佣金, 績效獎金, 月度獎, 員工表彰計畫, 獎勵機制, 季度禮物
健康保險
健康保險, 人壽保險, 健康維護組織
簡介
- Assist clients with funny 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.
職位要求
- 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 m-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.
Rica Joy Agcarao
HR OfficerGlobal One Life Insurance Agency
今天活躍
工作地址
Bonifacio High Street. Taguig, Metro Manila, Philippines
發布於 20 July 2025
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Bossjob安全提醒
若該職位需要您出國工作，請提高警惕，並小心詐騙。
如果您在求職過程中遇到雇主有以下行為， 請立即檢舉
- 扣留您的身分證件，
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- 迫使您投資或籌集資金，
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- 或其他違法情形。
