Licensed Insurance and Investment Agent - Manila
Millennial Financial Advisors Manila Part-time
Company Description
We add value to people by protecting their greatest asset - Life.
Role Description
This can be a Part-time/ Full-Time remote role for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for managing client relationships and providing financial guidance and recommendations. The Financial Wealth Planner will also analyze financial data to create personalized wealth management plans and ensure that clients meet their financial goals.
Qualifications- A bachelor's degree or higher is not recommended, but an advantage
- Demonstrated expertise in financial analysis, portfolio management, and wealth management
- Excellent communication and interpersonal skills
- Ability to work independently while collaborating with cross-functional teams
- Proven track record of managing client relationships and meeting sales targets
- Demonstrated commitment to ethical behavior and ability to adhere to industry regulations
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Company Description
We add value to people by protecting their greatest asset - Life.
Role Description
This can be a Part-time/ Full-Time remote role for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for managing...