Global One Life Insurance Agency Financial Consultant

Global One Life Insurance Agency

₱15-30K[Monthly]

Remote<1 Yr ExpBachelorPart-time

Open Country：Philippines

Language Requirements：English | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Assist clients in financial planning, analyze financial data, and develop customized strategies.
Provide expert financial advice to clients on investment strategies.
Analyze financial data to identify trends and opportunities.
Develop personalized financial plans to meet client goals.
Monitor client portfolios and adjust strategies as needed.
Educate clients on financial products and markets.
Build and maintain strong client relationships.

Job Title: Financial Consultant
Educational Qualifications: Bachelor’s Degree in any field our course
Experience Level: No experience required; entry-level candidates welcome.
Skills and Competencies: Strong networking skills, people-oriented, team player, willing to learn, and resilient.
Working Conditions: Remote work, flexible hours.
Qualities and Traits: Excellent communication, analytical thinking, adaptability, and a proactive attitude.

Networking SkillsPeople OrientedTeam PlayerWilling to LearnResilient