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Remote Part-Time Virtual Financial Planner

Remote Part-Time Virtual Financial Planner

Imperium Blaze Life Insurance AgencyMakati, National Capital Region, Philippines
2 days ago
Job description

Join us as a Virtual Financial Planner and assist clients in securing their financial future—all from the comfort of home. Enjoy flexibility, career advancement, and great benefits.

Key Responsibilities :

Offer financial guidance to help clients achieve their long-term goals.

Respond to inquiries about financial planning solutions.

Conduct needs assessments and recommend appropriate products.

Explore leadership opportunities by mentoring junior consultants.

Qualifications :

Bachelor's degree in any field.

Excellent communication and people skills.

Open to learning and training.

Reliable internet connection.

Owns a laptop (tablet is a plus).

Benefits & Perks :

Performance-based bonuses

Health card for medical benefits

Group life insurance for added security

Savings plan to build financial stability

Exciting company events to celebrate milestones

Start your journey today! Apply now and take your career to new heights as a Virtual Financial Planner.

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Planner • Makati, National Capital Region, Philippines

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