Investment Consultant

Blaze Coaches; Pasig; On-site; PHP 335,000 - 670,000; Full time

Benefits offered by this job

iPad subsidy

Unlimited income potential (commission

30–40% sales commission + bonuses

HMO (Intellicare) 250K coverage

Life insurance 10M coverage

Free online trainings

Face-to-face learning events

Out-of-country travel perks (5-star)

Personal development programs

Job summary

Blaze Coaches is seeking a freelance Investment Consultant to review clients’ financial situations through holistic planning and teach them how the stock market works to grow their money. The role focuses on building protective financial foundations and guiding clients toward financial freedom.

The position offers time flexibility, incentives, and the opportunity to work with top professionals in life insurance and financial services within Metro Manila and Calabarzon.

Qualifications

• Willingness to be mentored in life insurance and financial services.
• Must pass Insurance Commission Licensure Exam and FWD Coding (exam/coding costs borne by candidate).
• High willingness to learn and strong engagement; willingness to travel within Metro Manila and Calabarzon.

Responsibilities

• Review clients' financial situations through holistic planning.
• Teach clients how the stock market works and how money can grow.
• Help clients build a protective financial foundation for long-term goals.

Skills

Willingness to learn

Grit & resilience

Confidence in meeting people

Sales experience (plus)

Leadership experience (plus)

Tools

Desktop or laptop

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 an Investment Consultant 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).

Investment Consultant

We review the financial situation of the client through holistic financial planning, in order for them to reach their financial goals. And then we teach clients on how the stock market works and how growing of money will help them with their finances together how important protection investment and financial foundation in achieving financial freedom.

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!