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Job Details

  • Philippines NCR, Metro Manila, Makati, Philippines
  • 1 Year or less
  • Part-time
  • PHP 25,000
  • Bachelor's / College Degree
  • 10 Vacancies
Closing Date: November 30, 2024
Salary Details

PHP 25,000

Job Address

Unit 3-A, 3/F Country Space Building 1, HV dela Costa , Makati, Metro Manila, Region NCR, Philippines

Job Description

Job Description:

We are seeking a dynamic, fun-loving, and motivated Sales Executive/Client Solution Advisor/ Financial Wealth Planner to join our team. As a Financial Wealth Planner at FWD, you will work closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies. Your expertise will help clients navigate complex financial decisions and secure their financial futures.

Responsibilities:

  • Conduct comprehensive financial assessments for clients.
  • Develop and implement customized financial plans and investment strategies.
  • Provide expert advice on retirement planning, estate planning, and wealth management.
  • Monitor and review clients' investment portfolios regularly.
  • Stay up-to-date with industry trends and regulatory changes.
  • Build and maintain strong client relationships.

Qualifications:

  • At least 2 years in college ( any course).
  • Self-motivated and competitive.
  • Willingness to attend online training
  • Can work remotely and with less supervision.
  • Strong internet connection.
  • Have a personal iPad, laptop, or desktop.
  • Amenable to taking the Licensure Exam at the Insurance Commission

Benefits:

  • Weekly commission - Up to 43% Commission.
  • Free local and international travel incentives.
  • Monthly and weekly financial rewards on top of your commission.
  • Flexible time schedule.
  • Work from-home setup ( work anywhere)
  • Fast promotion
  • Professional development and training opportunities.
  • A supportive and collaborative work environment.

How to Apply:

If you are passionate about helping clients achieve their financial goals and have the qualifications and experience we're looking for, we'd love to hear from you. Please submit your resume to com or click the link https://tinyurl.com/4na72anw.

  • FWD is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Required Skills

sales, interpersonal skills, customer service, relationship building, problem solving, client servicing, communication

Job Type

Sales/Marketing

Working Hours

12:00 AM to 12:00 AM



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