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Financial Wealth Strategist

3 weeks ago

Taguig, National Capital Region, Philippines DMP INSURANCE (FWD PHILIPPINES) Full time

DMP INSURANCE (FWD PHILIPPINES) is seeking a skilled Financial Wealth Strategist to join our team. As a Financial Wealth Strategist, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.

Key Responsibilities:
  • Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
  • Develop personalized financial plans tailored to each client's unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
  • Educate clients on various financial products and services offered by DMP INSURANCE (FWD PHILIPPINES), including life insurance, investment funds, and retirement plans.
  • Implement agreed-upon financial strategies and continuously monitor and adjust plans as needed to ensure alignment with clients' evolving goals and market conditions.
  • Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
Requirements:
  • At least 2 years undergraduate in college.
  • Previous experience in financial planning, wealth management, or sales is advantageous but not essential. We provide comprehensive training and support to help you succeed in this role.
  • Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
  • Self-motivated and results-oriented, with a drive to succeed and exceed targets.
  • Excellent time management and organizational skills, with the ability to prioritize tasks effectively.
  • Must be willing to work on a commission basis, with earning potential through bonuses and incentives.
  • Ability to work independently and remotely, with access to a reliable internet connection and computer.

This role offers a unique opportunity to build a rewarding career in the financial services industry while enjoying the flexibility of remote work. If you are passionate about helping others achieve financial security and independence, we invite you to apply.