Financial Planner

1 week ago

Pasig, National Capital Region, Philippines Blaze Coaches Full time

Hybrid - Pasig 1-3 Yrs Exp Bachelor Full-time

Job DescriptionEmployee Recognition and Rewards

Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

Others

Company Social Events, Office Parties, Company Equipment, Retirement Plan

Professional DevelopmentWork-Life Balance

Flexible Hours, Work from Home

Description
  • In partnership with the country's fastest-growing Life Insurance brand - FWD Life Philippines, and the best retail bank and the leading universal bank in the Philippines Security Bank.
  • We are looking for self-driven individuals who are hungry for learning and committed to their results. You might be the perfect match for our family where FUN, FULFILLMENT, and PROFIT is our priority.
  • We are looking for people who want part-time or full-time job opportunities in the life insurance, sales, and financial services industry and are willing to be mentored.
  • Being a Financial Planner is a freelance job with many incentives (such as training, recognition, gadget, travel, commission, bonus, access to personal development programs, opportunity to help, become a life coach, and meet social media influencers).
OVERVIEW:
  • We provide financial diagnosis to people through holistic financial planning, provide solutions on managing and protecting their money to reach their financial goals, and support them in growing their money through different investment schemes and strategies. We also help clients prepare retirement plans, educational plans, estate plans, or any financial plans depending on their needs.
BENEFITS:
  • iPad subsidy
  • Time flexibility and work-life integration
  • Unlimited income potential (commission-based income)
  • 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 training
  • 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
Requirements
  • Living within Metro Manila and Calabarzon
  • High willingness to learn and high engagement
  • Possessing grit and resilience
  • Desire to become successful and passion for helping people
  • Confidence in approaching and meeting new people
  • Good internet connection
  • Desktop or laptop
  • Willingness to attend weekly meetings and training (both 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 (candidate to shoulder payment for exam and coding)
  • We don't wait for success; we CREATE it. And we want to co-create it with YOU
Working Location

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

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