Financial Advisor - Part-time/Freelance
Financial Advisor - Part-time/Freelance
JOB DESCRIPTION
Here's what it looks like:
Duties And Responsibilities:
- Meet prospects both online or in person to discuss their Financial Goals
- Educate clients and present solutions to address their problem
- Recommend Financial Products based on your Assessment
- Help clients process the Application
- Monitor clients’ accounts and determine if changes are needed to improve Financial Performance or to accommodate major life changes.
Perks and Benefits:
- Flexible schedule
- Weekly Payroll
- HMO and Life Insurance Benefit
- Local and International Travel Incentives
- Focused Weekly Training for Career Growth & Self Development
- Quarterly Production and Performance Bonus
- Opportunities for promotion in just 90 days.
Job Types: Full-time, Part-time, Permanent, Fresh graduate
Part-time hours: 20 per week
Salary: Php25,000.00 - Php45,000.00 per month
Schedule:
- Flexible shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
COVID-19 considerations:
You are allowed to meet clients ONLINE as well as to process their application at the comfort of your home.
JOB QUALIFICATION
Qualifications:
- With Bachelor's degree (Fresh graduates are encourage to apply).
- 21-45 years old.
- With extra device (laptop or tablet) for WFH Set-up.
- With stable internet connection
- Willing to attend monthly meetings.
- Willing for training and mentoring.
OTHER JOB REQUIREMENTS
WORK LOCATION
MakatiCOMPANY PREVIEW
Dress Code
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Telephone No.
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COMPANY OVERVIEW
Elite Summit is a General Agency with Pru Life UK, a collection of world-class financial advisors who specialize in insurance and wealth management. It is located in 11F Sterling Centre Bldg. Dela Rosa cor. Ormaza Sts., Legaspi Village, Makati, Philippines. Elite Summit Life Insurance Agency Branch has a campaign that celebrates the power of the human spirit and is inspired by the innovative drive and optimism in today’s generation of customers. The agency calls it “We DO”, because we are focused on you.
WHY JOIN US?
Elite Summit Life Insurance Agency is a home of Top Calibrated Financial Consultants Nationwide. Clients work with us as we provide the best Financial Planning services. You'll have an opportunity to help our fellow Filipino Clients Plan their finances.