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Financial Wealth Planner/Manager | Sales Associate | Part time | WFH
4 weeks ago
Overview
Financial Wealth Planner/Manager | Sales Associate | Part time | WFH
Location: One Zenith Makati, National Capital Region, Philippines
Responsibilities- Setting of appointments
- Identify client\'s financial goals through online or face-to-face meetings and need-based analysis interviews
- Provide after sales service by performing policy updates and policy reviews
- Provide financial planning services
- College Graduates (4yrs) even without working experience
- Willing to be trained
- College Level with 2 yr working experience
- High Commission + Monthly & Quarterly Bonus
- Work from Home - Flexible Schedule
- HMO & Group Life Insurance
- Extensive Sales and Financial Management Trainings
- All Expense Paid Local and International Trips
- Awards and Recognition
- Seniority level: Entry level
- Employment type: Part-time
- Job function: Finance and Sales
- Industries: Insurance
Note: The original listing contains multiple location-specific postings and prompts that may be part of the job board experience. This refined description focuses on the core role and its requirements.
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