Financial Advisor

Global One Life Insurance Agency

RM1.8-3.7K[月薪]
混合办公 - 达义无需经验本科兼职
分享

职位描述

福利待遇

  • 员工表彰与奖励

    提成, 业绩加成, 月度奖, 员工表彰计划, 奖励机制, 季度礼物

  • 健康保险

    健康保险, 人寿保险, 健康维护组织

职位描述

  • Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
  • Analyze clients’ financial data and goals. Provide tailored investment and savings strategies.
  • Monitor market trends and economic conditions.
  • Develop comprehensive financial plans.
  • Maintain client relationships and offer ongoing support.
  • Assist clients with retirement and estate planning.
  • Stay updated on industry regulations and compliance.

职位要求

  • Educational Qualifications: Bachelor’s degree in any course or field.
  • Experience Level: No prior experience required; entry-level candidates encouraged to apply.
  • Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth mindset-oriented mindset.
  • Woking Conditions: Work from home set-up, flexible hours.
  • Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.
沟通技能时间管理顾问式销售Tech Savvy客户服务
Preview

Rica Joy Agcarao

HR OfficerGlobal One Life Insurance Agency

今天活跃

工作地址

Bonifacio High Street. Taguig, Metro Manila, Philippines

发布于 20 July 2025

猜你想看

查看更多

Global One Life Insurance Agency

未融资

1000人以上

保险

查看热招工作

举报

Bossjob安全提醒

如果该职位要求您在海外工作，请保持警惕，谨防欺诈。

如果你在求职过程中遇到有以下行为的雇主， 请立即举报

  • 扣留您的身份证，
  • 要求您提供担保或收取财产，
  • 迫使你投资或筹集资金，
  • 收集非法利益，
  • 或其他非法情况。