Hybrid Part-Time Financial Planner & Retirement Advisor

Insular Life Assurance Co., Ltd.; Quezon City; Hybrid; PHP 180,000 - 300,000; Part time

Benefits offered by this job

Hybrid work model

Part-time role

Job summary

Insular Life Assurance Co., Ltd. invites applications for a part-time Financial Advisor role based in Quezon City with hybrid work flexibility.

The position focuses on helping clients plan their finances and prepare for retirement while delivering sound investment guidance. You will provide financial advisory services, assess client needs, and support investment management in a collaborative team environment.

Qualifications

• Financial Planning and Retirement Planning skills.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and collaboratively.

Responsibilities

• Provide financial planning and retirement planning guidance to clients.
• Deliver comprehensive financial advisory services.
• Assess client needs, risk tolerance, and investment goals.
• Assist in managing client investments and portfolios.

Skills

Financial planning

Retirement planning

Analytical skills

Communication skills

Job description

Insular Life Assurance Co., Ltd. invites applications for a part-time Financial Advisor role based in Quezon City with hybrid work flexibility.

The position focuses on helping clients plan their finances and prepare for retirement while delivering sound investment guidance. You will provide financial advisory services, assess client needs, and support investment management in a collaborative team environment.