Earn 20K–60K+ monthly
7 days ago
About the role
Are you looking for a flexible part-time opportunity to help individuals and families reach their financial goals? This role does not require prior experience in financial planning, as we provide comprehensive training to get you started. Whether you're looking to supplement your income or start a new career path, this position offers the chance to make a meaningful impact in people's lives.
What you'll be doing
• Meeting with clients to understand their unique financial situation and goals
• Providing personalised recommendations for insurance, investment, and retirement planning strategies
• Educating clients on the products and services that best fit their needs
• Assisting clients with the application and onboarding process
• Maintaining and growing your client portfolio through exceptional customer service
• Continuously expanding your knowledge of the financial planning industry
What we're looking for
• A passion for helping others achieve their financial aspirations
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Willingness to obtain necessary licensing and certifications
• Commitment to ongoing professional development
What we offer
We believe in empowering our employees to grow both professionally and personally. As a part-time Financial Advisor, you'll benefit from:
• Competitive commission structure and bonuses
• Comprehensive training and development opportunities
• Flexible work schedule to accommodate your lifestyle
• Collaborative and supportive team environment
• Opportunity for career advancement
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