Part-time | WFH | Financial Advisor / Insurance Agent

Job Description:

We are looking for a highly motivated and results-driven Part-Time Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and personalized advice to clients. This role offers flexibility with the added benefit of travel incentives for meetings and client interactions across the country.

Key Responsibilities:

• Client Consultation: Provide financial planning advice and solutions to clients based on their needs and goals.
• Portfolio Management: Assist clients in managing their financial portfolios, including investments, retirement planning, insurance, and more.
• Product Knowledge: Stay up to date with financial products, services, and trends to offer clients the best possible options.
• Sales & Business Development: Build and expand your client base by networking, referrals, and proactive outreach.
• Goal Setting: Help clients set and achieve their financial goals, providing continuous support and adjustments as necessary.
• Documentation: Maintain accurate and up-to-date client records and financial plans.

Requirements:

• Education: A degree in any field. A background in finance, economics, business, or a related field is a plus, but not required.
• Experience: Previous experience in sales, customer service, or financial advisory is an advantage but not mandatory.
• Skills:
• Strong communication and interpersonal skills.
• Basic understanding of financial products and services.
• Ability to build and maintain client relationships.
• Self-motivated with a strong desire to succeed.
• Tech-Savvy: Comfortable with using digital tools, CRM systems, and video conferencing platforms.

Incentives and Benefits:

• Travel Incentives: Coverage for travel expenses for client meetings and company events across the Philippines.
• Flexible Working Hours: Manage your own schedule with part-time hours.
• Commissions & Bonuses: Competitive compensation structure with performance-based incentives.
• Training & Development: Ongoing training and support to help you excel in your role.

______________________________________________