Financial Planner

One Apex Financial Planners

急招
NT$8-10.7K[月薪]
混合办公 - 達義<1 年經驗專科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    績效獎金, 獎勵機制

  • 健康保險

    健康保險, 人壽保險, 健康維護組織

  • 職業發展

    職業發展

  • 工作生活兩不誤

    彈性時間, 居家辦公

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簡介

  • Job Title: Financial Planner
  • Position Type: Full-time, Part-time, Fresh graduate
  • Hours: At least 3 hours per day
  • Location: Work from Home (Remote)

About Us:

  • At FWD, we are dedicated to helping our clients achieve more in life and celebrate living through financial literacy. We equip ourselves with proper finance training to provide tailored financial solutions that meet our clients' needs, all while changing the way people feel about insurance.

Key Responsibilities:

  • Willingness to undergo comprehensive training in financial planning.
  • Willingness to pursue and obtain relevant licensure or certifications as required.
  • Offer personalized financial solutions that align with the unique goals and financial situations of our clients.
  • Design and implement financial programs that are budget-friendly and effective in achieving client objectives.
  • Inspire and educate clients to shift their perceptions and attitudes towards insurance and financial planning.

To apply, please submit your resume and a cover letter outlining your interest and qualifications for this role. We look forward to hearing from you!

Benefits:

  • Company events
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Pay raise
  • Work from home


Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Quarterly bonus
  • Yearly bonus

Education:

  • Bachelor's (Preferred)

License/Certification:

  • SSS / TIN number (Required)

職位要求

Qualifications:

  • Strong commitment to ongoing learning and professional development.
  • Excellent interpersonal and communication skills.
  • Detail-oriented with strong analytical abilities.
  • Ability to work independently and remotely.
  • Passion for helping individuals and families achieve financial security and prosperity.

Why Join Us:

  • Be a part of a dynamic and supportive team that values your personal and professional growth.
  • Flexible working hours to accommodate your schedule.
  • Opportunities for career advancement and skill enhancement.
  • Contribute to changing lives through improved financial literacy and planning.
  • If you are passionate about making a positive impact on people's lives through financial planning and are ready to embark on a fulfilling journey with us, we invite you to apply for the position of Financial Wealth Planner at FWD. Join us in building a generation of financially prepared Filipinos.
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Fernandez Juan

ManagerOne Apex Financial Planners

活躍於三天內

工作地址

FWD Life Insurance Corporation, 19/F W Fifth Avenue Bldg., 5th Avenue cor. 32 Street, Bonifacio Global City, Fort Bonifacio, 1634, Taguig, Metro Manila, Philippines

發布於 03 April 2025

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