Financial Planning Associate (WFH | Open to Fresh Graduates)

apartmentImperium Blaze Life Insurance Agency placeMuntinlupa schedulePart-time calendar_month 

Financial Planning Associate (Work From Home | Open to Fresh Graduates)

Join our team as a Financial Planning Associate and support clients in achieving their financial goals while working remotely. This role is ideal for fresh graduates or individuals looking to start a career in financial services.

Responsibilities
  • Assist clients in understanding basic financial planning solutions
  • Respond to inquiries related to financial products and services
  • Conduct simple financial needs assessments
  • Recommend suitable financial solutions based on client needs
  • Maintain positive and professional client communication
  • Work closely with mentors for training and development
Qualifications
  • Bachelor’s degree holder (any course)
  • Open to fresh graduates
  • Strong communication and interpersonal skills
  • Willing to learn and be trained
  • Self-motivated and goal-oriented
  • Stable internet connection for remote work
What We Offer
  • Work-from-home setup
  • Flexible working schedule
  • Training and mentorship provided
  • Performance-based income opportunities
  • Career growth in the financial services industry
  • Supportive team environment

Start your career in financial planning today. Apply now and grow with us as a Financial Planning Associate.

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