FINANCIAL PLANNER

Salary not specified

AMCG FINANCIAL CONSULTANCY SERVICES
Apply now
BAGUIO CITY, BENGUET
COLLEGE GRADUATE
Part-time

Job Description

Posted on 24 August 2023
• Job Description:
As a Financial Planner, you will be responsible for analyzing clients' financial situations, developing customized financial plans, and recommending investment strategies and insurance products. You will also be responsible for monitoring clients' financial progress and providing ongoing financial guidance and support.

• Responsibilities:
 Meet with clients to understand their financial goals and needs.
 Analyze clients' financial situations to develop customized financial plans.
 Recommend investment strategies and insurance products based on clients' needs.
 Monitor clients' financial progress and adjust their financial plans as needed.
 Provide ongoing financial guidance and support to clients


Qualifications/Requirements

• Requirements:
 Bachelor's degree graduate
    Fresh Graduate are encouraged to apply, and former Financial Advisors are welcome
 No work experience needed, BUT willing to attend trainings, seminars and workshops
 Excellent communication and interpersonal skills
 Detail-oriented and able to manage multiple priorities
 Willing to Take the Licensure Exam at the Insurance Commission (Dual License)
 A deep sense of empathy ("malasakit") towards others
 Strong motivation to improve your family's lifestyle

If you are passionate about helping clients achieve their financial goals and are looking for a challenging yet rewarding career opportunity, we encourage you to apply for this position.

Other Incentives :
- FREE iPAD
- Monthly and Quarterly Bonuses
- Travels (Local and International)
- Agent Provident Fund
- Health Card
- 100% Digitalized Products and available online
- Can Work Part-Time, Full-Time, or Hybrid


Work location

BAGUIO CITY, BENGUET

Remarks

Overview:
FWD Life Insurance Corporation (FWD Life Insurance) launched its commercial operations in September 2014. FWD Group is a pan-Asian life insurance business with approximately 10 million customers across 10 markets, including some of the fastest growing insurance markets in the world. In the Philippines, FWD has 18 business hubs located in key cities nationwide, with its headquarters in Bonifacio Global City in Taguig.

Established in 2013, FWD is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance.

For more information, please visit www.fwd.com.ph
Message AMCG at 0915-590-3602 / 0947-565-7287

Apply now
About the company

Greetings! We'd like to extend our services and join one of our partner businesses. There is no fee for joining the affiliate program, but one has theopportunity to EARN as much as Php 1,800.00 per day in rewards points from the posts they share on social media and messagi...

Industry

FINANCIAL INTERMEDIATION

Employment size

1 - 9 (Micro)

View company profile

Share job

Back to jobs