Remote Financial Planning Consultant — Flexible & Mentored

Imperium Blaze Life Insurance Agency Philippines; Philippines; Remote; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Work-from-home

Flexible schedule

Comprehensive training

Mentorship

Career development

Team environment

Advancement opportunities

Job summary

Imperium Blaze Life Insurance Agency Philippines is seeking motivated Financial Planning Consultants to help clients understand planning concepts and make informed decisions toward long-term goals.

The role suits fresh graduates and career shifters who want a career in financial services. You will work in a remote, work-from-home setup with flexible scheduling, and receive comprehensive training plus mentorship to develop your skills and advance within the organization.

Qualifications

• Bachelor's degree in any field
• Fresh graduates welcome
• Strong communication and interpersonal skills
• Willing to learn and undergo training
• Self-motivated, organized, and goal-oriented
• Comfortable working independently in a remote environment
• Stable internet connection and access to a computer or laptop

Responsibilities

• Assist clients in identifying financial goals and priorities
• Conduct basic financial needs assessments and consultations
• Provide information on financial planning strategies and available solutions
• Recommend suitable financial products and services based on client needs
• Maintain professional relationships with clients through regular communication and support
• Participate in training, coaching, and professional development programs
• Work closely with mentors and team leaders to enhance knowledge and skills

Skills

Bachelor's degree

Fresh graduates

Communication skills

Willing to learn

Self-motivation

Remote work

Internet access

Education

Bachelor's degree

Job description

Imperium Blaze Life Insurance Agency Philippines is seeking motivated Financial Planning Consultants to help clients understand planning concepts and make informed decisions toward long-term goals.

The role suits fresh graduates and career shifters who want a career in financial services. You will work in a remote, work-from-home setup with flexible scheduling, and receive comprehensive training plus mentorship to develop your skills and advance within the organization.