Financial Advisor
Alpine Summit Life Insurance Agency
Posted
last week
National Capital Region, Philippines
Onsite
PHP 50K
Mid Level
Full Time
Sema Summary
The Financial Advisor role focuses on providing high-level advice and building a wealth management practice. The position offers a pathway for career advancement into management.
About Company
Alpine Summit Life Insurance Agency, a branch of Pru Life UK, leads in the Philippine life insurance industry with a focus on modern and tech-driven advisory services.
Core Requirements
- Bachelor’s degree in Finance or related field
- Experience in Banking or Financial Services
- Professional licenses such as CPA or MBA are preferred
- Strong communication skills
- Ability to build a client network
Responsibilities
- Provide asset protection and estate planning advice
- Develop a distribution channel for financial literacy
- Recruit and train new financial consultants
- Manage client relationships
- Achieve sales targets based on performance
- Conduct financial workshops
- Maintain knowledge of market trends
Benifits
- Monthly Compensation Package
- Signing Bonus
- Uncapped Performance-Based Income
- Quarterly Bonuses
Must Have skills
Job Keywords
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