Home-based Financial Planner
Imperium Blaze Life Insurance Agency San Fernando Part-time
Provide financial advice to clients on their medium to long-term financial goals.
Respond to prospective customers’ queries about financial planning.
Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals.
Opportunity to be promoted and lead junior financial consultants.
Minimum Qualifications:
- Graduate of any 4-year course
- People-oriented
- Willing to learn and be trained
- Good internet connection
- Owns a personal laptop and tablet is a plus
Benefits:
- Bonuses
- Health Card
- Group life insurance
- Savings plan
- Company events
JPEG INSURANCE SERVICESBulakan, 34 km from San Fernando
Start Your Career From Home – No Experience Needed!
Are you a recent graduate looking to kick-start your career and earn extra income from the comfort of your home?
We’re looking for enthusiastic, driven individuals who are eager to learn and grow...
ConnectOSPhilippines
years previous experience working in Australian financial planning
• Experience with portfolio management /investments. Preparation of client portfolio report
• SMSF Experience preferrable
Nice to Have:
• Xplan experience advantageous
• Attention...
Llario D. EbancullaSan Fernando
We provide full training and ongoing support to help you succeed.
What You'll Do:
Advise clients on financial planning, investments, insurance, and wealth management
Build strong relationships and understand clients’ financial goals
Offer tailored...