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.
Virtual • Apalit, Pampanga, PH