Licensed Financial Wealth Planner

2 weeks ago


Makati City, National Capital Region, Philippines One Zenith Part time
Licensed Financial Wealth Planner - Part-time | WFH

One Zenith Makati, National Capital Region, Philippines

Role Description:

This is a part-time hybrid role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The planner will work with clients to understand their financial goals and provide customized wealth management and financial planning solutions. They will also be responsible for analyzing clients' financial information and developing strategies to achieve their financial goals.

Qualifications:

  • At least 2 years in college with minimum 2 years work experience.
  • College Graduates of any 4-year course. Fresh graduates are also welcome to apply, no work experience required.
  • Ability to work effectively with clients and manage multiple projects simultaneously.
  • Part-time availability with potential for increased hours based on business needs.
  • Hardworking & a team player.
  • Potential Part-Time Income 15K-60K monthly
  • High Commissions + Monthly & Quarterly Bonuses
  • Permanent Work from Home set-up - Flexible Schedule
  • HMO & Group Life Insurance
  • Extensive Sales and Financial Management Trainings
  • All Expenses Paid Local and International Trips
  • Awards and Recognitions
Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales

Industries

Insurance

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