Financial Consultant
Global One Life Insurance Agency
职位描述
福利待遇
员工表彰与奖励
提成, 业绩加成, 月度奖, 员工表彰计划, 奖励机制, 季度礼物
健康保险
健康保险, 人寿保险, 健康维护组织
职位描述
- 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.
职位要求
- 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 mindset-oriented mindset.
- Woking 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
今日回复 2 次
工作地址
Bonifacio High Street. Taguig, Metro Manila, Philippines
发布于 20 July 2025
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