Financial Consultant

Global One Life Insurance Agency

NT$12.8-23K[月薪]
混合办公 - 达义1-3年经验本科兼职
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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

  • 额外福利

    退休计划

  • 工作生活两不误

    弹性时间, 居家办公

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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-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.
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Ganit Jamewel

HR OfficerGlobal One Life Insurance Agency

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工作地址

Bonifacio High Street. Taguig, Metro Manila, Philippines

发布于 23 June 2025

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Global One Life Insurance Agency

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