Financial Planner

Overview

We are in Pasig, seeking candidates with 1-3 years of experience for a full-time role. The position is hybrid and requires a Bachelor’s degree.

• Provide financial diagnosis through holistic financial planning and offer solutions to help clients manage and protect their money to reach financial goals.
• Assist clients in preparing retirement plans, educational plans, estate plans, and other financial plans based on individual needs.

• FinTech, Wealth and Asset Management awareness; proficient computer literacy.
• Attention to detail; strong interpersonal and written/verbal communication skills; financially literate.
• Yearly closing experience (financial planning context) is a plus.
• Good internet connection; desktop or laptop required.
• Willing to attend weekly meetings and trainings (online and face-to-face).
• Sales experience is a plus; managerial and leadership experience is a plus.
• Must pass the Insurance Commission Licensure Exam and FWD Coding (exam and coding costs to be shouldered by the candidate).
• Located within or willing to work in Metro Manila and Calabarzon.

• iPad subsidy
• Time flexibility and work-life integration
• Unlimited income potential (commission-based)
• 30 to 40% sales commission plus bonuses
• HMO benefit (Intellicare) with ₱250K maximum coverage extended to immediate family members and dependents
• Life insurance with ₱10M maximum coverage
• Free online competency trainings
• Face-to-face learning events in the House of Transformation
• Access to personal development programs
• Out-of-country travel perks with 5-star hotel accommodation and allowance
• Learn how to become a life coach and facilitate human learning
• Opportunity to meet, work, and learn with well-known social media influencers
• Living within Metro Manila and Calabarzon
• Expected high willingness to learn, strong engagement, grit, and resilience
• With desire to become successful and passion in helping many people
• With confidence in approaching and meeting new people
• Must have a good internet connection and a desktop or laptop
• Must be willing to attend weekly meetings and trainings (online and face-to-face)

House of Transformation. 3F, Ayala Malls The 30th, Meralco Ave, Pasig, Metro Manila, Philippines

If the position requires overseas work, please be vigilant and beware of fraud. If you encounter a potential employer who displays the following actions, please report it immediately: withholds your ID; requires you to provide a guarantee or collects property.

Employer information and context: In partnership with FWD Life Philippines and financial services providers; focus on life insurance, sales, and financial planning roles.