Senior Financial Planning Specialist

7 days ago


Makati City, National Capital Region, Philippines Imperium Blaze Life Insurance Agency Full time

About the Role

We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Imperium Blaze Life Insurance Agency.

Job Description

The ideal candidate will be responsible for providing expert financial advice to clients on their medium to long-term financial goals.

Responsibilities include responding to prospective customers' queries about financial planning, conducting thorough financial need analysis, and explaining the company's various products that can help clients achieve their financial objectives.

Additionally, the successful candidate will have opportunities for career growth and development, including the possibility of leading junior financial consultants.

Requirements

To be considered for this role, candidates must possess a bachelor's degree from any 4-year course, demonstrate excellent people skills, and be willing to learn and adapt to new situations.

A good internet connection, personal laptop, and tablet are essential tools for this position. A strong understanding of financial planning principles and a passion for helping others are also required.

What We Offer

In return for your expertise and dedication, we offer a competitive salary of $60,000 per year, along with a range of benefits, including bonuses, health insurance, group life insurance, a savings plan, and participation in company events.

Imperium Blaze Life Insurance Agency is committed to fostering a positive and supportive work environment that allows our employees to thrive and grow professionally.



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