Licensed Financial Wealth Planner

1 day ago

Makati City, National Capital Region, Philippines One Zenith Full time

Role Description:

This is a part-time remote role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The planner will work with clients to understand their financial goals and provide customized wealth management and financial planning solutions. They will also be responsible for analyzing clients' financial information and developing strategies to achieve their financial goals.

Qualifications:

  • At least 2 years in college with minimum 2 years work experience.
  • College Graduates of any 4-year course. Fresh graduates are also welcome to apply, no work experience required.
  • Ability to work effectively with clients and manage multiple projects simultaneously.
  • Part-time availability with potential for increased hours based on business needs.
  • Hardworking & a team player.

Benefits:

  • Potential Part-Time Income 15K-60K monthly
  • High Commissions + Monthly & Quarterly Bonuses
  • Permanent Work from Home set-up - Flexible Schedule
  • HMO & Group Life Insurance
  • Extensive Sales and Financial Management Trainings
  • All Expenses Paid Local and International Trips
  • Awards and Recognitions

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