URGENT Financial Wealth Planner

2 days ago

Manila, National Capital Region, Philippines One Golden Stone Life Insurance Agency Full time ₱200,000 - ₱500,000 per year

Financial Wealth Planner

Company:
 FWD Philippines

Location:
 Remote / Work From Home

Job Description:

We are looking for motivated and goal-driven individuals to join our team as 
Financial Wealth Planners
. This role is ideal for professionals seeking a flexible career that combines purpose and rewards. You will be responsible for helping individuals and families achieve financial security through insurance and investment solutions, while also enjoying the benefits of working independently with strong team support.

Key Responsibilities:

  • Educate and guide clients on financial planning, protection, and investment solutions
  • Build and maintain strong client relationships based on trust and service
  • Manage your own schedule with flexible working hours (WFH/remote setup)
  • Participate in ongoing training and development programs
  • Achieve sales and activity goals to qualify for incentives and rewards

Perks & Benefits:

  • Work-from-home / Remote setup
  • Part-time or full-time opportunities
  • Competitive income potential (₱20,000–₱50,000/month part-time; higher full-time)
  • Free local and international travel incentives
  • Free tablet and business tools provided
  • Cash incentives, bonuses, and career advancement opportunities
  • Positive, supportive, and growth-oriented environment

Qualifications:

  • Open to fresh graduates and career shifters
  • At least 2nd year college with minimum of 2 years work experience
  • Strong communication and interpersonal skills
  • Goal-oriented, self-motivated, and eager to learn
  • Passion for helping others secure their financial future

Why Join Us?

At FWD, we don't just offer insurance — we empower lives. As a Financial Wealth Planner, you'll gain the freedom to design your own career while making an impact on people's financial well-being.

  • Remote Wealth Planner

    1 week ago

    Manila, National Capital Region, Philippines Imperium Blaze Life Insurance Agency Full time $40,000 - $60,000 per year

    Looking for a flexible remote career with strong income potential? Start your journey as a Remote Wealth Planner, guiding clients toward financial stability and long-term wealth—all from the comfort of your home. What You'll Do: – Connect with interested leads to assess their financial goals – Recommend insurance and investment solutions tailored...

  • urgent hiring: financial wealth planner

    1 week ago

    Manila, National Capital Region, Philippines FWD D11 District Full time ₱200,000 - ₱500,000 per year

    Job descriptionWe are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial...

  • Urgent Hiring: Financial Wealth Planner

    1 week ago

    Manila, National Capital Region, Philippines FWD D11 District Full time ₱104,000 - ₱130,878 per year

    We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial security should be...

  • Dynamic Career Opportunity: Financial Wealth Planning and Life Insurance Services

    2 days ago

    Manila, National Capital Region, Philippines beBeeInsurance Full time ₱200,000 - ₱500,000

    Financial Wealth Planners and Life Insurance Agents are sought after to play a pivotal role in generating leads, prospecting clients, creating life insurance proposals, and delivering personalized solutions. This is an opportunity for driven individuals to work remotely as full-time or part-time Financial Wealth Planners. Part-timers can dedicate 2-3 hours...

  • Establish Your Career As A Financial Strategist

    2 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱6,000,000 - ₱9,000,000

    Financial Wealth Planner OpportunitySucceed as a Financial Wealth Planner or Life Insurance Agent in a dynamic environment. Key responsibilities include lead generation, client engagement, and personalized insurance solutions.

  • URGENT HIRING: Financial Wealth Planners

    1 week ago

    Manila, National Capital Region, Philippines FWD D11 District Full time ₱15,000 - ₱60,000 per year

    We're Hiring this 2025 HELLO NEW FACES, BIG DREAMERS𝐂𝐎𝐌𝐏𝐀𝐍𝐘 𝐎𝐕𝐄𝐑𝐕𝐈𝐄𝐖We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and...

  • URGENT HIRING: Financial Wealth Planners

    1 week ago

    Manila, National Capital Region, Philippines FWD D11 District Full time ₱15,000 - ₱60,000 per year

    We're Hiring this 2025 HELLO NEW FACES, BIG DREAMERSQualifications: College graduate (any 4-year course) — no work experience needed College level with at least 2 years work experience Driven, hardworking, and a real team player Open to learning and willing to be trainedWhat You'll Do:Set client appointmentsHelp clients discover their financial goals...

  • Wealth Manager

    1 week ago

    Manila, National Capital Region, Philippines Security Bank Corporation Full time $900,000 - $1,200,000 per year

    About the RoleTheWealth Manageris the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank's promise of giving personalized and quality service to our clients. The Wealth...

  • Strategic Financial Planner

    2 days ago

    Manila, National Capital Region, Philippines beBeeFinancial Full time $110,000 - $127,000

    Strategic Financial PlannerWe are seeking a highly skilled and strategic financial planner to drive business growth and operational excellence. This role requires the ability to lead critical initiatives, manage financial planning and analysis, and provide clear insights and actionable recommendations.Main Responsibilities:Lead financial planning and...

  • Financial Markets and Wealth Management Trainee 2025

    1 week ago

    Manila, National Capital Region, Philippines EastWest Banking Corporation Full time ₱500,000 - ₱1,000,000 per year

    Lead in Finance, Grow with EastWestFinancial Markets and Wealth Management TraineeAre you driven to succeed in the dynamic world of financial markets? EastWest Banks Financial Markets and Wealth Management Trainee program is designed to equip aspiring professionals with the knowledge, experience, and mentorship needed to build a successful career in banking...