Financial Planning Consultant

2 weeks ago

Zamboanga City, Philippines Michael Oliver De Asis Insurance Services Inc. Full time

Help empower Filipinos to make informed financial decisions. We are looking for individuals who want a purposeful career centered on client care, guidance, and long-term financial wellness. About the Role As a Financial Care Specialist , you will support clients in understanding financial options available to them and guide them in creating plans aligned with their personal goals. You will receive structured training to build your expertise in financial planning and client relationship management. This role is open for part-time or full-time involvement and can be done remotely. Responsibilities Engage with clients to understand their financial priorities and concerns Share appropriate protection and financial wellness programs based on client needs Provide ongoing support, follow-ups, and periodic financial check-ins Take part in training, workshops, and certification programs Maintain professionalism and regulatory compliance at all times Qualifications Bachelor’s degree (any field) Based within Luzon Strong communication and people‑engagement skills Willing to undergo continuous learning and development Not affiliated with MLM / networking groups No finance or sales experience required What You Will Gain Remote work arrangement with flexible scheduling Skills and knowledge in financial planning and client engagement Performance incentives and development programs Local and international learning exposures (qualification-based) Group protection and health benefits (based on company criteria) Clear pathways for professional and leadership growth If you aspire to build a career that blends flexibility, learning, and meaningful client impact, we invite you to apply and explore this opportunity. #J-18808-Ljbffr

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