[URGENT] Part-time Financial Advisor

Ace Summit Life Insurance Agency - Jose Mari Lopez

急招
HK$3.4-6.8K[月薪]
混合办公 - 馬卡蒂無需經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 月度獎, 員工表彰計畫, 獎勵機制

  • 法定福利

    員工貸款

  • 健康保險

    人壽保險, 健康維護組織

  • 其他

    企業社交活動, 利潤分成

  • 額外福利

    免費餐, 開放式工作區, 退休計畫, 培訓補貼

  • 職業發展

    工作培訓, 導師計畫, 職業發展

  • 工作生活兩不誤

    彈性時間, 居家辦公

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Nature of work

An Insurance Agent serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals.

The role includes educating clients on different financial products, creating tailored financial plans, offering solutions that address various financial needs.


Responsibilities

  • Meet with clients to understand their needs, goals, and financial situations.
  • Conduct financial needs analyses and recommend suitable solutions.
  • Provide advice on life insurance, health protection, investments, and retirement planning.
  • Design strategies to help clients build wealth and prepare for life’s uncertainties.
  • Offer financial products such as insurance policies, investment-linked plans, and savings programs.
  • Clearly explain product features and benefits to empower informed decisions.
  • Stay updated with financial regulations and industry trends.
  • Practice professionalism and ethics, following Insurance Commission standards.


What We Offer

  • World-class training and mentorship
  • Flexible schedule — be your own boss
  • Unlimited income potential + exciting incentives (travel & rewards)
  • A purpose-driven career that makes a difference
溝通技巧客戶服務Attention to detail問題解決分析技能談判時間管理Detail-orientedComputer Literacy銷售
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Lopez Jose Mari

Assistant Unit ManagerAce Summit Life Insurance Agency - Jose Mari Lopez

今天回覆 2 次

工作地址

2nd, United Life Building. 837 Antonio Arnaiz Ave, Legazpi Village, Makati City, 1220 Metro Manila, Philippines

發布於 17 September 2025

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