Financial Wealth Planner - Part Time / Full Time

Updated: April 15, 2024 10:50 PM GMT

One Zenith

Imus, Cavite

Qualifications:

- Minimum of 2 years in college

- Hardworking and Team Player

- No experience needed (trainings will be provided)

Job Description:

- Setting of appointments

- Identify client’s financial goals through online or face-to-face meetings and needs-based interviews

- Provide after sales service by performing policy updates and policy reviews

- Provide financial planning services, investment advisor

Benefits:

✅Permanent work from home

✅Life Insurance Coverage / HMO

✅Extensive Sales and Financial Management Trainings

✅Quarterly Bonus

✅All Expense Paid Local and International Trips

✅Awards and Recognitions More Detail