Wealth Advisor
Full-time
Universal One Life Insurance Agency
No experience required. Coachability plus willingness to learn and help are more valuable.
I am looking for individuals who want to improve their quality of life by fulfilling our team's mission of helping our fellow Pinoys through financial literacy.
Ethical Wealth/Financial Advisors raise the awareness of Filipinos when it comes to protecting their hard-earned money and growing their finances into wealth.
We determine our clients' needs/problems and offer life insurance solutions including accident, disability, illness and hospitalization benefits that fit their budget -so that their income is protected in times of personal crisis.
More importantly, Advisors facilitate the claims of our clients (and/or their beneficiaries) to ensure payment at the soonest possible time.
Advisors also recommend investment options to answer for our clients' medium and long-term financial goals and dreams (big purchase, travel fund, college fund, retirement fund, etc.)
Our services also include cash flow analysis, and policy and fund review for our clients.
Vacancy posted a month ago
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