Hybrid Manila Wealth & Retirement Planner

Lazurite Gold Life Insurance Agency; Manila; Hybrid; PHP 420,000 - 620,000; Full time

Job summary

Lazurite Gold Life Insurance Agency in Manila seeks a Financial Planning Consultant to advise clients on protection, savings, investments, and retirement planning. This full-time, hybrid role involves meeting clients in the office and at home for analyses and recommendations.

The consultant will conduct needs assessments, develop customized plans, review products, and present clear options while maintaining records and staying updated on industry trends to support growth.

Qualifications

• Strong financial planning and finance skills to develop and explain strategies.
• Expertise in retirement planning for long-term income needs.
• Knowledge of investments and financial services to match client objectives.

Responsibilities

• Conduct client needs assessments to inform plan design.
• Develop customized financial plans aligned with goals and risk tolerance.
• Review life insurance and investment products for suitability.
• Present options clearly and accessibly to clients.
• Monitor portfolios and policies, providing regular reviews.
• Maintain accurate client documentation and records.

Skills

Financial Planning

Retirement Planning

Investments and Financial Services

Analytical Skills

Communication Skills

Education

Bachelor's degree in Finance, Economics, Business, Accounting

CFP or RFP certification (advantage)

Job description

Lazurite Gold Life Insurance Agency in Manila seeks a Financial Planning Consultant to advise clients on protection, savings, investments, and retirement planning. This full-time, hybrid role involves meeting clients in the office and at home for analyses and recommendations.

The consultant will conduct needs assessments, develop customized plans, review products, and present clear options while maintaining records and staying updated on industry trends to support growth.