Insurance Agent

DMP INSURANCE (FWD PHILIPPINES); Taguig; On-site; PHP 89,000 - 446,000; Part time

Job summary

A financial services company is looking for motivated individuals to join as Financial Wealth Planners. You will assist clients in achieving their financial goals through tailored wealth management strategies while enjoying the flexibility of remote work. This part-time role offers comprehensive training and commission-based earnings with potential bonuses.

Qualifications

• Previous experience in financial planning, wealth management, or sales is advantageous but not essential.
• Ability to work independently and remotely.
• Access to a reliable internet connection and computer.
• Self-motivated and results-oriented with a drive to meet and exceed targets.
• Excellent time management and organizational skills to prioritize tasks.

Responsibilities

• Help individuals and families achieve their financial goals.
• Conduct thorough financial assessments for clients.
• Develop personalized financial plans tailored to clients' needs.
• Educate clients on financial products and services.
• Build and maintain strong relationships with clients.
• Generate leads through networking and referrals.

Skills

Interpersonal skills

Communication skills

Self-motivated

Time management

Results-oriented

Education

At least 2 years undergraduate in college

Job description

Overview

Company: FWD Philippines

Location: Remote (Work from Home)

Position Type: Part-time, Commission-based

Responsibilities

• FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.
• Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
• Develop personalized financial plans tailored to each client\'s unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
• Educate clients on various financial products and services offered by FWD Philippines, including life insurance, investment funds, and retirement plans.
• Implement agreed-upon financial strategies and continuously monitor and adjust plans as needed to ensure alignment with clients\' evolving goals and market conditions.
• Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
• Actively prospect and generate leads through networking, referrals, and other business development strategies to expand your client base.
• Stay informed about industry trends, regulatory changes, and product developments to remain a trusted resource and advisor to clients.

Qualifications

• At least 2 years undergraduate in college, previous experience in financial planning, wealth management, or sales is advantageous but not essential.
• We provide comprehensive training and support to help you succeed in this role.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
• Self-motivated and results-oriented, with a drive to succeed and exceed targets.
• Excellent time management and organizational skills, with the ability to prioritize tasks effectively.
• Must be willing to work on a commission basis, with earning potential through bonuses and incentives.
• Ability to work independently and remotely, with access to a reliable internet connection and computer.

Why join

Joining FWD Philippines as a Financial Wealth Planner offers a unique opportunity to build a rewarding career in the financial services industry while enjoying the flexibility of remote work. If you are passionate about helping others achieve financial security and independence, we invite you to apply and embark on a fulfilling journey with us.