Financial Advisor

Company Description

Red Lion Summit Life Insurance Agency (RLSLIA) is a general agency under Pru-Life UK, established on July 8, 2021. With a mission to spread financial literacy and help individuals achieve their personal goals, RLSLIA has built a strong client base of over 3,000 clients and a team of 200+ agents. Join us in making a positive impact on people's financial well-being. Here at Red Lion Summit LIA, we roar as one! #RLSLIA #PruLifeUK #joinus

Role Description

This is a full-time hybrid role for a Financial Advisor at Red Lion Summit Life Insurance Agency. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. This role is based in Makati with some work from home flexibility.

Qualifications

• Financial Planning and Financial Advisory skills
• Experience in Finance and Investments
• Retirement Planning expertise
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and in a team
• Certifications such as CFP or CFA is a plus
• Bachelor's degree in any field