Life Planner — Flexible, High-Earning Financial Advisory

Peak Wealth Solutions Philippines; Iligan; Remote; PHP 446,000 - 1,004,000; Full time

Benefits offered by this job

Flexible Schedule

Health Insurance

Life Insurance

Opportunities for promotion

Work From Home

Trip incentives

Job summary

Peak Wealth Solutions Philippines invites a Life Planner to deliver personalized financial guidance and solutions, helping clients secure their financial futures and achieve life goals. You will work closely with clients to understand needs, assess finances, and craft tailored plans that address individual requirements.

The role offers flexible hours, work-from-home options, and income with uncapped commission, plus trip incentives and promotional opportunities as you grow with the company.

Qualifications

• Willing to take licensure exam (with licensing fee).
• College graduate of any 4-year course.
• At least 2 years managerial experience preferably in Sales and Marketing; fresh graduates and others encouraged.

Responsibilities

• Provide personalized financial advice and solutions to clients.
• Assess clients' needs and current financial situation.
• Develop tailored strategies to address clients' goals and requirements.
• Build rapport and trust to support long-term client relationships.

Skills

Excellent communication

Interpersonal skills

Self-motivated

Goal-oriented

Education

College degree (4-year)

Job description

Peak Wealth Solutions Philippines invites a Life Planner to deliver personalized financial guidance and solutions, helping clients secure their financial futures and achieve life goals. You will work closely with clients to understand needs, assess finances, and craft tailored plans that address individual requirements.

The role offers flexible hours, work-from-home options, and income with uncapped commission, plus trip incentives and promotional opportunities as you grow with the company.