Financial Consultant
Job Description
Description
- Meet with clients face-to-face or online for consultations on financial planning and investment strategies
- Develop a strategize financial plans to help clients achieve their goals
- Evaluate and recommend insurance products that are tailored fit to client's goals
- Perform policy review to re-asses financial situations and re-strategize
- OPEN TO FRESH GRADUATE
- PART TIME OR FULL TIME
- MANAGERIAL POSITION
- ANY BACHELOR'S DEGREE HOLDER
- LIVING IN NCR OR NEARBY PROVINCES
- CAN ATTEND ONLINE MEETINGS AND TRAININGS
Requirement
- Graduate of any Bachelor's degree program
- Residing in the Philippines
- Has stable and reliable Internet Connection
- Any of the following: Desktop, Laptop, Tablet or Smartphone
Teri Ann Navarro
Investing Right Insurance AgencyAssistant Unit Manager
Active today
Working Location
Unit 05, 6th Flr, The Aster Business Centre (Litton & Co., Inc., Mandala Park), Waze might misdirect to, Mandala Park, Mandala Park, 312 Shaw Blvd (Access only via, Pascual, Pleasant Hills, Mandaluyong, 1552 Metro Manila, Philippines
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee Recognition Program, Incentives
Insurance Health & Wellness
HMO
Others
Company Social Events
Professional Development
Mentorship Program, Professional Development
Work-Life Balance
Flexible Hours, Work from Home
Posted on 04 September 2024
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