Part-time Financial Consultant

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TYPE OF WORK

Part Time

WAGE / SALARY

10000

HOURS PER WEEK

TBD

DATE UPDATED

Jun 3, 2020

JOB OVERVIEW

Job Description:
Be part of a dynamic team of entrepreneurs who help people achieve their
dreams and make a real difference in the lives of Filipinos.


We are looking for a self-starter with excellent time management skills and willingness
to develop his/her own skills.

As a Part-time Financial Consultant, you will:

Initiate prospecting activities and sales presentations to potential clients
Create, manage, and diverse clients’ investments and savings through
investment portfolio management, retirement planning, education fund planning,
and estate planning
Promote and manage companies’ and corporations’ employee benefits program
like group life insurance, group health insurance, and employee retirement fund
Establish and maintain client relationships with excellent client servicing

Perks and Benefits
Flexitime
Work from Home
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Employee Discounts
Performance Bonus
Stock Options
Others
International and local travel incentives
Other performance-based incentives
Job Requirements:
Qualifications

Critical thinking
Teamwork
Time management
Excellent communication and presentation skills
Customer-oriented
Self-starting ability
Timeliness and dependability
At least 2 years in college (undergraduate)

Skills
Relationship Management
Presentation Skills
Persuasion and Negotiation
Sales and Marketing Knowledge
Customer Service
Critical Thinking
Communication Skills

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