URGENT Financial Wealth Planner

2 weeks ago

Pasig, Philippines One Golden Stone Life Insurance Agency Full time

Overview

We are looking for motivated and goal-driven individuals to join our team as Financial Wealth Planners . This role is ideal for professionals seeking a flexible career that combines purpose and rewards. You will be responsible for helping individuals and families achieve financial security through insurance and investment solutions, while also enjoying the benefits of working independently with strong team support.

Company: FWD Philippines

Location: Remote / Work From Home

Key Responsibilities
  • Educate and guide clients on financial planning, protection, and investment solutions
  • Build and maintain strong client relationships based on trust and service
  • Manage your own schedule with flexible working hours (WFH/remote setup)
  • Participate in ongoing training and development programs
  • Achieve sales and activity goals to qualify for incentives and rewards
  • Work-from-home / Remote setup
  • Part-time or full-time opportunities
  • Free local and international travel incentives
  • Free tablet and business tools provided
  • Cash incentives, bonuses, and career advancement opportunities
  • Positive, supportive, and growth-oriented environment
Qualifications
  • Open to fresh graduates and career shifters
  • At least 2nd year college with minimum of 2 years work experience
  • Strong communication and interpersonal skills
  • Goal-oriented, self-motivated, and eager to learn
  • Passion for helping others secure their financial future
Why Join Us?

At FWD, we don’t just offer insurance — we empower lives. As a Financial Wealth Planner, you’ll gain the freedom to design your own career while making an impact on people’s financial well-being.

Employment details
  • Seniority level: Entry level
  • Employment type: Part-time
  • Job function: Finance and Sales
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