[Urgent] Part-Time Financial Consultant

Description Provide expert financial consultation to clients, ensuring personalized service and tailored solutions. Analyze clients' financial situations to develop strategic plans that align with their goals. Conduct market research to identify new opportunities and present suitable financial products. Maintain regular communication with clients to review...

Overview URGENT HIRING: FINANCIAL WEALTH PLANNER (PART TIME | FULL TIME) We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver...

Company DescriptionWolf Summit Life Insurance Agency is dedicated to spreading financial literacy and building trust with clients through education, transparency, and personalized service. Our aim is to provide clients with the knowledge and tools necessary to achieve their financial goals. We prioritize client relationships and strive to offer tailored...

One Zenith Makati, National Capital Region, Philippines Job Description: Setting of appointments Identify client’s financial goals through online or face-to-face meetings and needs-based interviews Provide after sales service by performing policy updates and policy reviews Part Time Income 15K-30K Work from Home - Flexible Schedule HMO and Group...

Assess clients' financial needs, goals, and risk tolerance. Develop customized financial plans, including investments, insurance, and retirement strategies. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies. Monitor and update clients' financial plans based on market trends and life changes. Educate clients on...

Overview Join Our Team as a Part-Time Financial Advisor! Are you looking for a rewarding part-time career that offers growth, flexibility, and the chance to make a real impact on people’s lives? We’re looking for driven and passionate individuals to join our growing team of Financial Advisors. Responsibilities Guide clients in building financial security...

Nature of work An Insurance Agent serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals. The role includes educating clients on different financial products, creating tailored financial plans, offering solutions that address various financial needs. Responsibilities Meet with...

We are looking for driven and passionate individuals to join our team as Financial Consultants . You will help clients achieve financial security by providing expert advice on insurance, investments, and financial planning solutions. Key Responsibilities Build and maintain long-term relationships with clients Assess client needs and recommend suitable...

This is a part-time hybrid role for a Financial Advisor at Wolf Summit Life Insurance Agency. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and guiding clients on investments. This role offers flexibility for some remote work.Job Type: Part-timePay: Php30, Php50,000.00 per...

Ace Summit Life Insurance Agency - Jose Mari Lopez Urgent ₱20-40K (Monthly) Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Incentives Government Mandated Benefits Employee Loan Insurance Health & Wellness Life Insurance Professional Development Work-Life Balance Flexible...