Financial Planner

Blaze Coaches; Pasig; On-site; PHP 300,000 - 600,000; Part time

Benefits offered by this job

iPad subsidy

Time flexibility

Commission-based income

Sales commissions

HMO benefit (Intellicare)

Life insurance coverage

Training programs

Travel perks

Personal development programs

Access to influencers

Job summary

Blaze Coaches is expanding its team in Metro Manila and Calabarzon, offering part-time or full-time opportunities in life insurance, sales, and financial services. The role is freelance with incentives including training, recognition, gadget, travel, commissions, bonuses, and personal development programs.

You will help clients plan, invest, and prepare for retirement and education goals. Candidates should be highly motivated, with a passion for helping people, a willingness to learn, and the

Qualifications

• Provide holistic financial planning and guidance to clients.
• Strong willingness to learn and engage with clients and mentors.

Responsibilities

• Conduct financial diagnostics and tailor plans to help clients reach goals.
• Attend weekly trainings and meetings, both online and in-person.
• Mentor and coach clients on investment strategies and financial wellness.

Job description

• In partnership with the countrys fastest-growing Life Insurance brand - FWD Life Philippines, and the best retail bank and the leading universal bank in the Philippines Security Bank.

• The most exciting, best in class, top of mind, mission-driven professionals --- we are looking for self-driven individuals who are hungry for learning and will be committed to work for their own results. You might be the perfect match to our family where FUN, FULFILLMENT, and PROFIT is our priority.

• We are looking for people who wants to have part-time or full-time job opportunity in the life insurance, sales, and financial services industry and willing to be mentored.

• We are currently expanding our team. Being a Financial Planner is a freelance job with a lot of incentives (such as training, recognition, gadget, travel, commission, bonus, access to personal development programs, opportunity to help, become a life coach, and meet some social media influencers).

Overview

• We provide financial diagnosis to people through holistic financial planning, provide solutions on how to manage and protect their money in order for them to reach their financial goals, and support them on how to grow their money on different investment schemes and strategies. Also, we help clients to prepare retirement plan, educational plan, estate plan, or any financial plans depending on their needs.

Benefits

• iPad subsidy

• Time flexibility and work-life integration

• Unlimited income potential (commission-based income)

• 30 to 40% sales commission plus bonuses

• HMO benefit (Intellicare) with 250K maximum coverage extended to immediate family members and dependents

• Life insurance with 10M maximum coverage

• Free online competency trainings

• Face-to-face learning events in the House of Transformation

• Access to personal development programs

• Out-of-country travel perks with 5-star hotel accommodation and allowance

• Learn how to become a life coach and facilitate human learning

• Opportunity to meet, work, and learn with well-known social media influencers

• Living within Metro Manila and Calabarzon

• High willingness to learn and with high engagement

• Possessing grit and resilience

• With desire of becoming successful and passion in helping a lot of people

• With confidence in approaching and meeting new people

• Good internet connection

• Desktop or laptop

• Must be willing to attend weekly meetings and trainings (both online and face-to-face)

• With sales experience is a plus

• With managerial and leadership experience is a plus

• Need to pass the Insurance Commission Licensure Exam and FWD Coding (candidate to shoulder payment for exam and coding)

• We don't wait for success, we CREATE it. And we want to co-create it with YOU!