Financial Advisor - Insurance Agent

Metro Manila, National Capital Region

Posted yesterday


Company:: Investing Right
Company Description:: We are a team of Achievers and Leaders who are in a mission to spread Financial Literacy. Our team is looking for young professionals who are goal-driven and dream chaser to join us. Our main goal is to help every Filipino identify and minimize their financial risks and provide solutions to experience a life that every Juan truly deserves.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Bachelor’s Degree
Number of vacancies:: 10

Job 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

Perks:

Income stability - Monetary incentives, Quarterly bonus
Flexible time - Work anytime, anywhere
Hybrid set-up - Once in a quarter onsite, 2x a week Online meeting/training
Travel incentives - Local and Abroad
Career development and leadership training

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

Requirements :

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