Financial Consultant | Insurance Consultant

Ace Summit Life Insurance Agency

  • Makati, Philippines
    Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • Part time
Posted 4 days ago and deadline of application is on 30 Aug
Recruiter was hiring 24 days ago

Financial Consultant | Insurance Consultant

Ace Summit Life Insurance Agency

Job Description

  • Help clients with Financial Planning decisions for retirement, education and investment needs by offering the best solutions
  • Explains the types of financial services to the clients
  • Assesses client’s financial situation to present a financial plan
  • Develop financial strategies by guiding client to establish and achieve financial goals
  • Monitor clients financial situation

Minimum Qualifications

  • Good communication and presentation skills
  • People person
  • Have the heart to help and educate people regarding financial awareness

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Travel Incentives, awards and benefits
  • Career growth
  • Opportunity to create and develop leaders in your team

Preferred Courses

  • Accountancy
  • Business Administration [Marketing & Advertising Management]
  • Entrepreneurship

Jobs Summary

Job level
Associate / Supervisor
Job category
Management and Consultancy
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
4 openings

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About Ace Summit Life Insurance Agency

Ace Summit Life Insurance Agency are group of millennials from different industry who joined Pru Life UK to spread financial awareness in our country. We are committed to bring out the best in every millennial financial consultants that we will welcome in our organization. We managed risk out of people lives We work as a team, as a family, unified in purpose, treating each other with respect. Join the booming Industry of life insurance with the outstanding global brand PRU LIFE UK.
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