Digital Financial Planner (Part-Time)

Imperium Blaze Life Insurance Agency Inc.; Makati; On-site; PHP 56,000 - 335,000; Part time

Benefits offered by this job

Weekly commission up to 45% per sale

Monthly performance bonus

All-expense-paid travel incentives

Supportive team culture

One exam required

Competitive commissions

Career growth

Supportive team

Job summary

A leading financial services agency in the Philippines is seeking a Digital Financial Planner. This role offers flexible hours and the chance to earn competitive commissions while helping clients achieve financial security. Responsibilities include providing tailored financial advice, educating clients on planning and investment options, and maintaining client relationships.

Qualifications

• Motivated and driven individuals required.
• Understanding of financial planning, insurance, and investment options is beneficial.
• Ability to meet performance goals.

Responsibilities

• Provide financial advice and solutions tailored to clients’ needs.
• Educate clients on financial planning and investment options.
• Build and maintain long-term client relationships.
• Attend online training and certification sessions
• Meet performance goals and uphold company standards

Skills

Financial advising

Client relationship management

Sales skills

Education

Bachelor's degree

Job description

Imperium Blaze Life Insurance Agency Inc.

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives

Professional Development

Work-Life Balance

Flexible Hours, Work from Home

We are looking for motivated and driven individuals to join our growing team as Digital Financial Planner. This role is ideal for professionals seeking a flexible schedule and the opportunity to earn competitive commissions while helping clients achieve financial security and success.

Responsibilities:

• Provide financial advice and solutions tailored to clients’ needs and goals
• Educate clients on financial planning, insurance, and investment options
• Build and maintain long-term client relationships
• Attend online training and certification sessions
• Meet performance goals and uphold company standards

What We Offer:

• Work-from-home setup
• Weekly commission up to 45% per sale
• Monthly performance bonus
• All-expense-paid travel incentivesfor qualified advisors
• Onlyone exam requiredto qualify
• Competitive commission structure
• Career growth and professional development opportunities
• Supportive and goal-oriented team culture