Personal Finance Strategist

3 days ago


Manila, National Capital Region, Philippines Imperium Blaze Life Insurance Agency Philippines Full time
Empower Individuals and Businesses with Personalized Financial Solutions

As a Personal Finance Strategist, you will be instrumental in helping our clients achieve their financial goals. With our supportive and collaborative work environment, you will have the opportunity to grow professionally and personally, while making a positive impact on people's lives.

Main Accountabilities:

  • Assess client financial situations and develop comprehensive financial plans.
  • Implement and manage client portfolios to ensure long-term financial stability.
  • Promote financial awareness and literacy through educational seminars.

Essential Qualifications:

  • Bachelor's degree in any field.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively.
  • Willingness to travel to Makati at least once a quarter.

We offer:

  • Autonomy to set your own schedule.
  • Uncapped earning potential through commissions.
  • Opportunities for career growth and development.
  • Additional financial and health benefits.


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