Financial Advisor
red lion summit life insurance agency- Posted 14 days ago
- Be among the first 10 applicants
Job Description
Company Description
Red Lion Summit Life Insurance Agency (RLSLIA) is a General Agency under Pru Life UK, established on 2021. With a mission to spread financial literacy and help individuals achieve their personal goals, RLSLIA has built a strong client base of over 5,000 clients and a team of 1000+ agents.
Join us in making a positive impact on people's financial well-being.
Role Description
This is a part-time or full-time hybrid role for a Financial Advisor at Red Lion Summit Life Insurance Agency located in Makati with flexibility for some remote work.
The Financial Advisor will be responsible for providing financial planning, risk management, advice on finance, retirement planning, investments, and overall financial advisory and servicing to clients.
Qualifications
Minimum of 1-2 years of working experience
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Demonstrated knowledge of insurance and investment products is a plus
- Bachelor's degree in Accounting, Finance, Business, Economics, or related field is an advantage
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