Financial Wealth Planner

22 hours ago

Manila, National Capital Region, Philippines JMJ Wealth Planners Full time ₱1,200,000 - ₱2,400,000 per year

Company Description

If you're looking for a sign to make your next best career move, FWD Life Insurance has an exciting opportunity for you.

For more information, please visit 

Role Description

  • Provide personalized financial planning and wealth management advice to clients aligned with their short- and long-term financial goals.
  • Analyze clients' financial situations, risk profiles, and investment objectives to recommend suitable insurance and investment solutions.
  • Develop tailored financial plans covering areas such as retirement planning, education funding, protection, and estate planning.
  • Build and maintain strong client relationships through regular portfolio reviews and proactive financial advice.
  • Collaborate with internal teams to deliver comprehensive financial solutions and ensure client satisfaction.
  • Keep abreast of market trends, financial products, and regulatory updates to offer informed and compliant advice.
  • Achieve individual and team sales targets while maintaining ethical and customer-centric practices.
  • Conduct financial literacy sessions and client engagement activities to promote FWD's products and services.
  • Utilize digital tools and CRM systems to manage client data, track performance, and optimize workflow efficiency.
  • Adhere strictly to FWD's compliance, risk management, and professional standards.

You will enjoy the following benefits once you get licensed

  • Commission Based compensation - up to 43% Commission
  • Monthly and weekly incentives
  • Performance based monthly bonuses
  • Local and international 5-star travel
  • Flexible time schedule (work at your own time)
  • Work from anywhere setup
  • Fast promotion

Qualifications

  • At least 2 years in college, any course (with at least 1 year work experience in any field)
  • Strong internet connection at home
  • Amenable to take Licensure Exam at Insurance Commission

Application Question(s):

  • Do you have internet connection at home?
  • Do you have available gadget to use for training (smart phone/laptop/iPad/tablet)?
  • Are you willing to take a Licensure Examination at Insurance Commission?

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