[ref. z1848001] Asst Unit Manager l Junior Unit Manager l Financial Advisor

apartmentImperium Blaze Life Insurance Agency placeUrdaneta scheduleFull-time calendar_month6/9/25

Vacant Positions:

Financial Advisor
Assistant Unit Manager
Junior Unit Manager

Financial Advisor helps individuals and businesses make informed decisions about managing their finances. They assess a client’s financial situation and provide tailored advice to help them achieve their financial goals, such as saving for retirement, investing, estate planning, or managing debt.

Job Description:
Client Consultation: Meet with clients to discuss their financial goals, current financial situation, and future plans.
Financial Planning: Develop comprehensive financial plans that may include investments, insurance, retirement, and estate planning.
Investment Advice: Recommend investment strategies tailored to the client's risk tolerance, financial situation, and long-term goals.
Relationship Management: Build and maintain long-term relationships with clients, providing ongoing financial advice and support.
Sales & Business Development: Seek new clients and develop a network through referrals, seminars, and networking events

Weekly Working Hours: 10-15 hrs for part-timers

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
Free Travels & Incentives

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Asst Unit Manager l Junior Unit Manager l Financial Advisor - Dagupan

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Vacant Positions: • Financial Advisor • Assistant Unit Manager • Junior Unit Manager Financial Advisor helps individuals and businesses make informed decisions about managing their finances. They assess a client’s financial situation and provide...

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