[URGENT] Part-time Financial Advisor
Part-time
Ace Summit Life Insurance Agency - Jose Mari Lopez
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
Vacancy posted 20 days ago
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