Financial Planner

One Apex Financial Planners

Acil
₺10.6-14.1K[Aylık]
Hibrit - Taguig<1 Yıl DeneyimDiplomaYarı zamanlı
Paylaşmak

İş tanımı

Avantajlar

  • Çalışan Takdiri ve Ödüllendirme

    Performans bonusu, Teşvikler

  • Sigorta Sağlık ve Wellness

    Sağlık sigortası, Hayat sigortası, HMO

  • Profesyönel geliştirme

    Profesyönel geliştirme

  • İş-Yaşam Dengesi

    Esnek saatler, Evden çalışmak

Devamını oku

Açıklama

  • Job Title: Financial Planner
  • Position Type: Full-time, Part-time, Fresh graduate
  • Hours: At least 3 hours per day
  • Location: Work from Home (Remote)

About Us:

  • At FWD, we are dedicated to helping our clients achieve more in life and celebrate living through financial literacy. We equip ourselves with proper finance training to provide tailored financial solutions that meet our clients' needs, all while changing the way people feel about insurance.

Key Responsibilities:

  • Willingness to undergo comprehensive training in financial planning.
  • Willingness to pursue and obtain relevant licensure or certifications as required.
  • Offer personalized financial solutions that align with the unique goals and financial situations of our clients.
  • Design and implement financial programs that are budget-friendly and effective in achieving client objectives.
  • Inspire and educate clients to shift their perceptions and attitudes towards insurance and financial planning.

To apply, please submit your resume and a cover letter outlining your interest and qualifications for this role. We look forward to hearing from you!

Benefits:

  • Company events
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Pay raise
  • Work from home


Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Quarterly bonus
  • Yearly bonus

Education:

  • Bachelor's (Preferred)

License/Certification:

  • SSS / TIN number (Required)

Gereklilik

Qualifications:

  • Strong commitment to ongoing learning and professional development.
  • Excellent interpersonal and communication skills.
  • Detail-oriented with strong analytical abilities.
  • Ability to work independently and remotely.
  • Passion for helping individuals and families achieve financial security and prosperity.

Why Join Us:

  • Be a part of a dynamic and supportive team that values your personal and professional growth.
  • Flexible working hours to accommodate your schedule.
  • Opportunities for career advancement and skill enhancement.
  • Contribute to changing lives through improved financial literacy and planning.
  • If you are passionate about making a positive impact on people's lives through financial planning and are ready to embark on a fulfilling journey with us, we invite you to apply for the position of Financial Wealth Planner at FWD. Join us in building a generation of financially prepared Filipinos.
Ağ BecerileriDanışmanlık Satışı
Preview

Juan Fernandez

ManagerOne Apex Financial Planners

Üç gün içinde aktif

Çalışma konumu

FWD Life Insurance Corporation, 19/F W Fifth Avenue Bldg., 5th Avenue cor. 32 Street, Bonifacio Global City, Fort Bonifacio, 1634, Taguig, Metro Manila, Philippines

Yayınlandı 03 April 2025

Rapor

Bossjob Güvenlik Hatırlatması

Eğer pozisyon yurt dışında çalışmanızı gerektiriyorsa lütfen dikkatli olun ve dolandırıcılığa karşı dikkatli olun.

İş arayışınız sırasında aşağıdaki davranışlara sahip bir işverenle karşılaşırsanız, lütfen hemen bildirin

  • kimliğinizi saklıyor,
  • bir garanti vermenizi veya mülkünüzü tahsil etmenizi gerektiriyorsa,
  • sizi yatırım yapmaya veya fon toplamaya zorluyorsa,
  • Yasadışı menfaatler topluyor,
  • veya diğer yasa dışı durumlar.