Licensed Financial Planner & Advisor — Hybrid Role

Lifenavi Limited

Quezon City

Hybrid

PHP 2,031,120 - 2,432,880

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Work from home
Opportunities for promotion
Health and Life insurance
Flexible schedule
Company events
Company Christmas gift
Bonuses

Job summary

Lifenavi Limited is seeking motivated Financial Consultants in Quezon City to join our professional team. The role involves providing comprehensive financial planning and advisory services, including investment strategies and retirement planning. Candidates must possess strong analytical skills and excellent communication abilities, along with a commitment to ethical standards.

Benefits include a flexible schedule, health and life insurance, and opportunities for promotion. Applicants should be prepared to take a licensing exam as part of the qualification process.

Qualifications

  • Entry-level position requiring analytical and communication skills.
  • Candidates must be willing to take and pass a licensing exam.
  • Commitment to maintaining high ethical standards is essential.

Responsibilities

  • Provide comprehensive financial planning and advisory services.
  • Develop investment strategies and insurance solutions.
  • Assist clients with retirement planning.

Skills

Analytical skills
Communication abilities
Hard working

Job description

Lifenavi Limited is seeking motivated Financial Consultants in Quezon City to join our professional team. The role involves providing comprehensive financial planning and advisory services, including investment strategies and retirement planning. Candidates must possess strong analytical skills and excellent communication abilities, along with a commitment to ethical standards.

Benefits include a flexible schedule, health and life insurance, and opportunities for promotion. Applicants should be prepared to take a licensing exam as part of the qualification process.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Hybrid Financial Advisor: Insurance & Planning
Hybrid Financial Advisor: Insurance & Planning

Pru Life UK-Royals Branch - Djamila H. Eugenio • Pasay

Hybrid
PHP 167,000 - 279,000
Commission
Performance Bonus
Employee Recognition Program
+4
Licensed Financial Consultant
Licensed Financial Consultant

PRU LIFE – Team Zyrine • Makati

On-site
PHP 279,000 - 446,000
Commission
Performance Bonus
Incentives
+8
Hybrid Life Insurance Advisor — Client Finance Growth
Hybrid Life Insurance Advisor — Client Finance Growth

FWD - Annapurna Branch • Makati

Hybrid
PHP 558,000 - 781,200
Commission
Performance Bonus
Employee Recognition Program
+6
Financial Advisor | Life Insurance (Licensed Financial Advisor)
Financial Advisor | Life Insurance (Licensed Financial Advisor)

HRTx Inc • Manila

Hybrid
PHP 180,000 - 360,000
Competitive commissions
Bonuses & incentives
Flexible schedule
+1
Hybrid/Remote Financial Coach – Personal Wealth Planner
Hybrid/Remote Financial Coach – Personal Wealth Planner

Pru Life UK • Mandaluyong

Hybrid
PHP 500,000 - 800,000
Flexible work arrangements
Performance-based compensation
Professional development support
+1
Hybrid Life Planner: Insurance Advisor & Financial Coach
Hybrid Life Planner: Insurance Advisor & Financial Coach

AIA Philippines • Dasmariñas

Hybrid
PHP 300,000 - 600,000
Financial Advisor: Hybrid Role with Growth & Rewards
Financial Advisor: Hybrid Role with Growth & Rewards

PRU life UK (Prime Summit) • Mandaluyong

Hybrid
PHP 300,000 - 540,000
Commission
Performance Bonus
Annual Appraisal
+6
Hybrid Financial Planner & Client Growth Lead
Hybrid Financial Planner & Client Growth Lead

Imperium Blaze Life Insurance Agency Inc. • Makati

Hybrid
PHP 167,400 - 390,600
Commission, Performance Bonus, Incenti
Wealth Planner - Hybrid, Commission & Growth Bonuses
Wealth Planner - Hybrid, Commission & Growth Bonuses

FWD - Annapurna Branch • Makati

Hybrid
PHP 335,000 - 670,000
Commission
Performance Bonus
Employee Recognition Program
+3
Remote Financial Advisor for Insurance & Planning
Remote Financial Advisor for Insurance & Planning

Sun Life - Royal Palm NBO • Cavite City

Hybrid
PHP 223,000 - 558,000
Unlimited income potential with commissions and bonuses
Flexible working hours (remote or field-based)
World-class training programs and professional certifications
+1
Top locations