Insurance Broker
Orion Summit Life Insurance Agency Inc. - Team Justine
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Description
- A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
- Key Responsibilities:
- Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
- Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
- Investment Advice: Recommend appropriate investment opportunities based on clients' objectives.
- Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
- Market Research: Stay updated on financial trends, market conditions, and new financial products.
- Sales & Business Development: Identify potential clients, build relationships, and expand the client base.
- Compliance & Documentation: Ensure adherence to financial regulations and maintain accurate client records.
- Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed..
Requirements
- Bachelor's degree
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Sales-driven mindset with the ability to build lasting client relationships
JUSTINE ALOMIA
UNIT MANAGEROrion Summit Life Insurance Agency Inc. - Team Justine
Active within seven days
Posted on 18 February 2025
Explore similar jobs
View more similar jobsCash Applications Specialist
Thomson ReutersNegotiable
Remote1-3 Yrs ExpDiplomaFull-time
BossHR Manager
Licensing & Quoting Specialist
Virtual Coworker₱30-50K[Monthly]
Remote1-3 Yrs ExpBachelorFull-time
Sourcing Applicants Virtual CoworkerRecruiter
eCommerce Assistant
Cloudstaff₱30K[Monthly]
Remote1-3 Yrs ExpBachelorFull-time
Eunice NarcisoTalent Sourcing Associate
Senior IMC Specialist
DDB Philippines, Inc.Negotiable
Remote1-3 Yrs ExpDiplomaFull-time
Hiedy EnriquezHR Manager
Media Buyer
Alpas.PH Inc.Negotiable
Remote1-3 Yrs ExpBachelorFull-time
Christine MilanHR Manager
Orion Summit Life Insurance Agency Inc. - Team Justine
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.
