
Life Planner
23 hours ago
Job Description
This is a part-time hybrid role for a life planner / financial advisor based in Quezon City, with some work-from-home arrangements available. The life planner / financial advisor will engage with clients to understand their financial needs and goals, provide personalized insurance and investment solutions, and offer ongoing support to ensure financial security and peace of mind.
Key Responsibilities- Conduct financial assessments to identify client needs and goals
- Develop tailored financial plans to meet client objectives
- Maintain strong client relationships through regular communication and support
- Provide personalized insurance and investment solutions to clients
Required Skills and Qualifications
To succeed in this role, you should have:
- Insurance and general insurance skills
- Sales and marketing skills
- Excellent communication and interpersonal skills
- Ability to work independently and in a team
- Experience in the financial services industry (a plus)
- Bachelor's degree in finance, business, marketing, or a related field
Benefits
This is an excellent opportunity to work with a leading organization and gain valuable experience in the financial services industry.
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