Skyeline Summit Life Insurance Agency is a leading affiliate of Alexandrite 2 District, the biggest and most successful district of Pru Life UK - the leading insurance company in the Philippines.

We commit to promote protection and a brilliant future to Filipino families. We also uphold and improve the quality of service delivered by our strong and knowledgeable Advisers. 

Led by MDRT leaders, Skyeline Summit LIA is determined to grow while it maintains excellence within our team.

Our newest Financial Advisers enjoy perks and receive the most advanced trainings exclusive to Skyelians. 

A lucrative career path awaits you! 

Skyeline Summit LIA - a General Agency under Pru Life UK

A Financial Consultant is a professional who provides advise and guidance to individuals, businesses, or organizations regarding their financial matters. Their job description typically includes:

<ol>
	<li>Financial Analysis</li>
	<li>Investment Advice</li>
	<li>Retirement Planning</li>
	<li>Tax Planning</li>
	<li>Risk Management</li>
	<li>Estate Planning</li>
	<li>Debt Management</li>
	<li>Financial Education</li>
	<li>Market Research</li>
	<li>Client Relationship Manaagement</li>
	<li>Compliance and Regulations</li>
	<li>Customized Solutions</li>
</ol>

Financial Consultant

Welcome to Unified Global! 



A Professional Tax and Accounting Firm in the USA, with offices in San Francisco, Los Angeles, and San Jose, California.

 

Unified Global offers a range of comprehensive solutions and services specifically structured for the needs of each client. Our highly skilled Global Support Team is always ready to share their expertise across various areas, including accounting and bookkeeping, financial planning and analysis, taxation, technical accounting, and other business solutions. 



Growing the business from the #GroundUp and transforming it from a passion project into a profitable and successful global brand – we know exactly how to provide help to businesses of any size.

 

Start-ups, small-to-medium-sized firms, and established companies – whatever badge you wear – we are ready to adapt, collaborate and deliver the best services you need to reach more significant business milestones. 

 

With 30+ years of experience in the industry - we are ready to help you. 



Experience Growth and Synergy like never before! Let’s get UNIFIED!



#UATGlobal

#GrowInSynergy

#UnifiedOnToTheNext



Unified Global

Duties include but not limited to:

<ul>
	<li>
	Will help in the migration of data from QB to Sage
	</li>
	<li>
	Advanced understanding of Sage to be able to help with customization at API level(software coding and set up). Zavvy with triggers and modules
	</li>
	<li>Ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions</li>
	<li>Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information</li>
	<li>Maintains general ledger by transferring subsidiary accounts, preparing a trial balance, and reconciling entries</li>
	<li>Summarizes financial status by collecting information and preparing balance sheet, profit and loss, and other statements</li>
	<li>Lead internal audit engagements</li>
	<li>Completes external audit by analyzing and scheduling general ledger accounts and providing information for auditors</li>
	<li>Avoids legal challenges by complying with legal requirements</li>
	<li>Secures financial information by completing database backups</li>
	<li>Protects organization’s value by keeping information confidential</li>
</ul>

Important Note:

Part time role for now, not exceeding 40 hrs/week with the possibility of growing to full time in the future

1pm-10pm PST shift schedule

Senior Accountant

<ul>
	<li>Conduct thorough financial assessments of clients' current situations to understand their unique financial goals, risk tolerance, and investment preferences.</li>
	<li>Provide expert guidance and recommendations on various investment strategies, asset allocation, and wealth management to clients.</li>
	<li>Analyze and stay updated on market trends, economic developments, and regulatory changes that may impact clients' financial portfolios.</li>
	<li>Construct customized financial plans and investment portfolios tailored to individual clients' needs, ensuring alignment with their objectives.</li>
	<li>Educate clients on financial principles, empowering them to make well-informed decisions about their wealth and investments.</li>
	<li>Communicate and present financial reports, proposals, and investment strategies clearly and comprehensively to clients.</li>
	<li>Build and maintain strong, long-term client relationships through consistent communication, trust-building, and responsive service.</li>
	<li>Implement and manage financial strategies, regularly reviewing and adjusting clients' portfolios to optimize performance.</li>
	<li>Ensure compliance with industry regulations, ethical standards, and company policies in all financial advisory activities.</li>
	<li>Monitor and evaluate the performance of clients' investments, making data-driven recommendations for adjustments as necessary.</li>
	<li>Deliver exceptional financial solutions and support, prioritizing the financial well-being and goals of each client.</li>
</ul>

Organizing and Planning

Relationship Management

Presentation Skills

Persuasion and Negotiation

Needs Analysis

Rapport Building

Selling

Financial and Wealth Planner

August 99 is a company of startups with 23 years experience and expertise in the world of tech and digital. We help other businesses succeed through the use of cutting-edge technology and innovative strategy. We also offer a suite of web-based digital products for clients world-wide: full web design, internet marketing, content creation, and app development.

Going beyond startups, we also believe in empowering individuals to excel in their chosen careers. August 99 fosters an exciting collaborative working environment that encourages our people to go beyond their job descriptions and achieve more. It’s all a part of our core values: dare something worthy, find your awesome, and earn your beef!

August 99 is part of Venture Studio 12 (VS12). Learn more about VS12 and its global companies and brands at vs12.com.

August 99, Inc

The Content Integration Intern ensures that site content is properly and accurately set up during website development. To do that, he/she needs to regularly coordinate with project managers and web developers. They also need to be familiar with basic HTML and CSS.

Responsibilities include:

<ul>
	<li>Uploading and maintaining pages and blog posts of various websites</li>
	<li>Uploading content and photos of real estate listings</li>
	<li>Creating saved property searches or real estate hot sheets</li>
	<li>Setting up 301 redirects</li>
	<li>Setting up templated websites and their content</li>
	<li>Assisting in the migration of websites from one server to another</li>
	<li>Assisting in the setup of analytics tools</li>
	<li>Testing websites for cross-browser compatibility and assisting other QA efforts</li>
	<li>Assisting other departments with site audits and reports</li>
</ul>

Kalibrr Job Search

Financial Consultant

Senior Accountant

Financial and Wealth Planner

Content Integration Intern | BS IT | Computer Science