Northern Summit Life Insurance Agency | Team Rose
Northern Summit Life Insurance Agency | Team Rose

Financial Consultant | Northern Summit Life Insurance Agency | ROSE  

Northern Summit Life Insurance Agency | Team Rose

 
  • Quezon City, Philippines
    Quezon City, NCR, Philippines, Quezon City, NCR, Philippines
    Quezon City
    NCR
    Philippines
    Philippines
    TELECOMMUTE
  • FreelanceCONTRACTOR

Expired 5 years ago

2019-02-27T16:00:00+00:00
Job closed.

Job Description

Join us and find out what it takes to be part of the winning agency force, Alexandrite 2!

We are opening our doors for aspiring financial consultants and for people who are interested to explore this career.

Financial Consultant's responsibilities:

  • Assessing clients regarding their financial capacity and goals and creating strategies and giving a sound financial plan.
  • Advising strategies for clients regarding insurance coverage, investment planning, wealth management and other concerns to help them reach financial goals.
  • Monitoring client accounts on a regular basis to assess any concerns regarding their plans.
  • Managing and updating client portfolios.
  • Building and maintaining client base.

Northern Summit Life Insurance Agency is a branch under Alexandrite 2.
Alexandrite 2 is the number one district of Pru Life UK. We are a team of Financial Consultants who are highly dedicated in saving and protecting lives. As well-trained professionals in the field, we employ a customer-centric approach to our clients to meet their needs on Protection, Savings, Retirement Funding, Legacy Planning and Wealth Management.

Minimum Qualifications

  • Graduate of any degree
  • Good communication and presentation skills
  • Willing to be trained and mentored
  • Has a drive to help others and become a future team leader
  • Interested in local and international travel (incentive trips)

Perks and Benefits

  • FlexitimeFlexitime
  • Work from HomeWork from Home
  • Paid HolidaysPaid Holidays
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Retirement Benefit PlansRetirement Benefit Plans
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Free Lunch or SnacksFree Lunch or Snacks
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus

Other

  • Quarter Production Bonus
  • Persistency Bonus
  • Free and optional trainings for rookies and agents
  • Agency and branch initiated incentives
  • Free incentive travels (local and abroad)

Required Skills

  • Communication Skills

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Often
Office Address
Quezon City, NCR, Philippines
Industry
Insurance
Vacancy
2 openings
Website
https://www.facebook.com/NORSLIA/

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About Northern Summit Life Insurance Agency | Team Rose

Northern Summit Life Insurance Agency is a branch under Alexandrite 2. Alexandrite 2 is the number one district of Pru Life UK. We are a team of Financial Consultants who are highly dedicated in saving and protecting lives. As well-trained professionals in the field, we employ a customer-centric approach to our clients to meet their needs on Protection, Savings, Retirement Funding, Legacy Planning and Wealth Management.

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