Virtual Financial Planner (Part-Time)

apartmentImperium Blaze Life Insurance Agency placeMakati schedulePart-time calendar_month 

Join our team as a Virtual Financial Planner and help clients secure their financial future while working remotely. This role offers flexibility, career growth, and rewarding benefits.

Responsibilities:

  • Provide expert financial advice to help clients achieve their medium to long-term financial goals.
  • Address inquiries from potential clients about financial planning.
  • Conduct financial needs analysis and recommend suitable company products.
  • Gain opportunities for promotion and leadership, mentoring junior financial consultants.

Qualifications:

  • Graduate of any four-year course.
  • Strong interpersonal and communication skills.
  • Eager to learn and undergo training.
  • Stable internet connection.
  • Owns a personal laptop (tablet is a plus).

Perks and Benefits:

  • Bonuses based on performance.
  • Health card for medical coverage.
  • Group life insurance for added security.
  • Savings plan to help you build financial stability.
  • Exciting company events to celebrate milestones.

Take the next step in your career! Apply now and become a Virtual Financial Planner today.

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