Virtual Financial Planner (Part-Time)
Imperium Blaze Life Insurance Agency Makati Part-time
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.
ConnectOSMandaluyong, 3 km from Makati
Salary: P50,000-P60,0000 (Salary Package)
What are we looking for?
Skills Required:
• Minimum of 2 years of experience in financial planning, paraplanning, or client services
roles.
• Strong understanding of Australian financial advice regulations...
Makati
the implementation of financial planning tools and systems.
• Provide recommendations to improve financial processes and decision-making.
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forecasts.
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5. Collaborate closely with commercial, operational, and manufacturing leaders to support financial planning and performance...