Financial Advisor
Alpine Summit Life Insurance Agency
Posted
3 months ago
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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