Virtual Investment Consultant (Part-Time)

About the Role

We’re looking for driven individuals who want to make a meaningful impact while enjoying the flexibility of working from home. As a Virtual Investment Consultant, you will guide clients in making informed financial decisions, focusing on long-term planning, protection, and wealth-building strategies.

This is a part-time, remote opportunity ideal for fresh graduates, career shifters, or those looking to earn additional income while learning and growing in the financial services industry.

Key Responsibilities

Educate clients on investment and protection options suited to their goals

Conduct basic financial needs analysis and provide personalized solutions

Build client relationships through regular communication and trust-based service

Stay up to date with financial tools, products, and best practices

Collaborate with mentors and team leaders for growth and support

Qualifications

No prior experience required; training will be provided

Open to part-time applicants and fresh graduates

Willingness to learn and grow in a professional, client-focused environment

Strong communication and people skills

Passionate about financial literacy and helping others succeed

What You’ll Get

Flexible work-from-home setup

Health and life insurance

Access to continuous training and mentorship

Career advancement opportunities, including promotion to leadership roles

Company Christmas gift and other seasonal incentives

A supportive, purpose-driven community