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Company Description
Blue Ocean Tres Life Insurance Agency is dedicated to helping individuals secure their financial future with confidence. Specializing in family protection and retirement planning, we provide tailored solutions for every stage of life to promote peace of mind and prosperity. Join us in planning for tomorrow. #BlueOceanTres #PlanForTomorrow.
Role Description
This is a part-time hybrid role as a Financial Advisor at Blue Ocean Tres. The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, managing investments, and offering financial advisory services. The role will be based in Cebu with flexibility for some remote work.
Qualifications
- Financial Planning and Retirement Planning skills
- Knowledge of Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and in a team
- Willing to undergo certification requirements
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