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Financial Wealth Planner/Manager | Sales Associate | Part time | WFH

4 weeks ago


Caloocan, Philippines One Zenith Full time

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
Qualifications
  • College Graduates (4yrs) even without working experience
  • Willing to be trained
  • College Level with 2 yr working experience
Compensation & Benefits
  • 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
Employment Details
  • 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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