Chief Financial Planning Specialist

5 days ago


San Mateo, Calabarzon, Philippines Imperium Blaze Life Insurance Agency Full time
About Imperium Blaze Life Insurance Agency

We are a reputable life insurance agency seeking a skilled Chief Financial Planning Specialist to join our team. As a leading provider of financial solutions, we offer a dynamic and challenging work environment that fosters growth and development.

Job Summary

The Chief Financial Planning Specialist will be responsible for providing expert financial advice to clients, managing their financial portfolios, and ensuring the accomplishment of monthly tasks by junior financial consultants.

Key Responsibilities:
  • Lead junior financial consultants in ensuring the accomplishment of their monthly task
  • Provide financial advice to clients on their medium to long-term financial goals
  • Respond to prospective customers' queries about financial planning
  • Manage the financial portfolio of existing and new clients
Requirements

To be successful in this role, you must have:

  • A graduate degree from any 4-year course
  • A pleasing personality and trustworthy
Benefits

We offer a comprehensive benefits package, including:

  • Weekly income
  • Bonuses
  • Health Card
  • Group life insurance
  • Savings plan
  • Company events


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