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Wolf Summit Life Insurance Agency

Financial Advisor

Wolf Summit Life Insurance Agency

Posted

2 days ago

Makati

Remote

PHP 30K

Junior Level

Part Time

Match

Skills

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Sema Summary

The Financial Advisor role at Wolf Summit Life Insurance Agency is a part-time position that allows you to work from home. The job involves providing financial advice to clients, helping them with insurance products. Candidates should be junior-level with a background or interest in finance or sales. This position is a great opportunity for those looking to build a career in finance while enjoying flexible working hours.

About Company

Wolf Summit Life Insurance Agency specializes in providing tailored insurance solutions to clients, focusing on customer satisfaction and financial growth.

Core Requirements

  • High school diploma or equivalent
  • Basic understanding of finance and insurance
  • Strong communication skills
  • Ability to work independently
  • Customer service experience

Responsibilities

  • Assist customers with financial planning
  • Sell insurance products
  • Evaluate clients' financial needs
  • Provide tailored advice to clients
  • Maintain client records and documentation
  • Conduct market research on financial products
  • Follow up with existing clients on policy renewals

Must Have skills

CommunicationSales SkillsFinancial AcumenCustomer ServiceTime Management

Nice To Have Skills

Team CollaborationNegotiationNetworkingProblem SolvingAnalytical Skills

Job Keywords

Financial AdvisorInsurance SalesClient RelationsPart-timeRemote Work

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