Financial Consultant

Skyeline Summit Life Insurance Agency, Inc.

NT$15.4-30.9K[月薪]
混合办公 - 馬卡蒂無需經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 員工表彰計畫

  • 健康保險

    意外死亡和傷殘保險, 殘疾保險, 健康保險, 健康儲蓄帳戶, 人壽保險, 退休人員健康與醫療, 補充人壽保險, 健康維護組織

  • 其他

    企業社交活動

  • 額外福利

    年度公司旅行, 培訓補貼

  • 職業發展

    導師計畫, 職業發展

  • 休假和請假

    產假和陪產假, 休假

  • 工作生活兩不誤

    彈性時間, 居家辦公

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簡介

  • Provide expert financial advice to clients on investments, savings, and financial planning.
  • Analyze clients' financial situations and develop tailored strategies to meet their goals.
  • Monitor market trends and educate clients on the impacts of economic changes.
  • Build and maintain strong client relationships through effective communication and support.
  • Ensure compliance with financial regulations and ethical practices.

職位要求

  • Educational Qualifications: Bachelor’s degree in any field.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Strong people-oriented attitude, effective consultative sales techniques, and excellent networking abilities.
  • Responsibilities and Duties: Assist clients with financial planning, provide tailored investment advice, and develop sales strategies.
  • Working Conditions: Hybrid to Fully Work-From-Home setup with potential travel for client meetings; flexible hours.
  • Qualities and Traits: Strong interpersonal skills, adaptable, self-motivated, and a keen interest in finance.
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John Alec Tenorio Cudal

Branch Recruitment & Licensing HeadSkyeline Summit Life Insurance Agency, Inc.

今天回覆 7 次

工作地址

Skyeline Summit Life Insurance Agency. 2/F, Classica Tower 1, Salcedo Village, 112 H.V. Dela Costa, Makati City, 1227 Metro Manila, Philippines

發布於 23 June 2025

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