Remote Jobs at Premier Summit Life Insurance Agency Inc

• Provide personalized financial consulting services to clients, helping them achieve their financial goals. • Develop and implement customized financial plans, covering areas such as retirement planning, investment management, estate planning, tax optimization, and insurance strategies. • Conduct detailed financial analysis and reviews, identifying opportunities for growth, risk management, and cost-saving. • Stay updated on market trends, investment opportunities, and changes in financial regulations to provide accurate and relevant advice. • Build and maintain strong client relationships, ensuring ongoing satisfaction and trust. • Collaborate with internal teams (e.g., investment specialists, tax advisors) to deliver holistic financial solutions. • Prepare and present clear, concise financial reports and recommendations. • Provide ongoing support and follow-up with clients to ensure progress toward their financial goals. Job Types: Full-time, Part-time Pay: Php15,000.00 - Php20,00 ...