Financial Consultant

Prime Summit Life Insurance Agency-Marilizabeth Llanes

₱25-50K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Benefits

  • Insurance Health & Wellness

    Health Insurance, Disability Insurance, Dental Insurance, Family/Dependent Health, Life Insurance

  • Perks Benefits

    401k Matching/Retirement Savings, Equity Incentive Plan

Sales / Financial Consultant

What's In For You:

  • Flextime
  • Work from home
  • Commission
  • Quarterly performance bonus
  • Cash incentives
  • Life insurance
  • Report only 2–3 times a month in the office
  • Learning opportunities and in-house training
  • Part-timers can earn Php15,000 and up per month depending on production

Minimum Qualifications:

  • Bachelor's degree in any field
  • Preferably with a laptop and a smartphone
  • With or without sales experience
  • Willing to undergo training and coaching
  • Knowledgeable in using MS Windows applications (Excel, Word, PowerPoint)
  • Team player with the ability to work productively within a group and maintain a high degree of independence
  • Excellent interpersonal skills with the ability to build partnerships with clients
  • Good verbal and written communication skills

Job Types: Full-time, Part-time, Contract, New-Grad

Salary: Php30,000–Php50,000/month

Pay: Php40,000–Php60,000/month

Expected Hours: 3–15 per week

Benefits:

  • Flexible schedule
  • Flextime
  • Health insurance
  • Opportunities for promotion
  • Work from home

Key Responsibilities:

  • Conduct cold calls to prospective clients
  • Initiate and set client meetings for financial planning
  • Identify clients’ financial status by determining investment risk profile, income, expenses, savings, and other relevant information
  • Develop a sound insurance plan to address clients’ financial needs
  • Present Prulife UK products and services to prospective clients
  • Conduct financial reviews for existing clients

Work Location: Metro Manila

Consultative SalesPeople Oriented
Preview

Mariel Llanes

Recruitment OfficerPrime Summit Life Insurance Agency-Marilizabeth Llanes

Active within three days

Posted on 20 January 2026

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