Virtual Investment Consultant

4 weeks ago


Santa Rosa, Philippines Imperium Blaze Life Insurance Agency Full time

About the Role
We’re looking for driven individuals who want to make a meaningful impact while enjoying the flexibility of working from home. As a Virtual Investment Consultant, you will guide clients in making informed financial decisions, focusing on long-term planning, protection, and wealth-building strategies.

This is a part-time, remote opportunity ideal for fresh graduates, career shifters, or those looking to earn additional income while learning and growing in the financial services industry.

Key Responsibilities

Educate clients on investment and protection options suited to their goals
Conduct basic financial needs analysis and provide personalized solutions
Build client relationships through regular communication and trust-based service
Stay up to date with financial tools, products, and best practices
Collaborate with mentors and team leaders for growth and support

Qualifications
No prior experience required; training will be provided
Open to part-time applicants and fresh graduates
Willingness to learn and grow in a professional, client-focused environment
Strong communication and people skills
Passionate about financial literacy and helping others succeed

What You’ll Get

Flexible work-from-home setup
Health and life insurance
Access to continuous training and mentorship
Career advancement opportunities, including promotion to leadership roles
Company Christmas gift and other seasonal incentives
A supportive, purpose-driven community



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