Financial and Wealth Planner
Skyeline Summit LIA - a General Agency under Pru Life UK
- Makati, Philippines2/F, H. V. Dela Costa, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Part timePART_TIME
Posted 2 days ago and deadline of application is on 4 Mar
Recruiter was hiring 10 hours ago
2025-02-05T12:00:28.586655+00:002025-03-04T16:00:00+00:00Job Description
A Wealth Planner is a professional who provides advice and guidance to individuals, businesses, or organizations regarding financial matters. Their job description typically includes:
- Actively looks out for potential clients, understand their financial goals and assist in creating strategies to achieve them
- Coaches people about building funds for education, retirement, medium to long term goals and legacy planning
- Identifies a person’s financial risks and provide solution-based recommendations
- Educates people about investments, personal finance, insurance, and other financial instruments
- Conducts financial seminars
- Provides great customer service
Minimum Qualifications
- Graduate of any 4-year course
- Resident of Metro Manila and nearby provinces
- Ability to work independently and as part of a team
- Self-motivated with a strong work ethic
- Results-driven and have a growth mindset
- No experience required but have eagerness to learn
- Willing to attend onsite meetings in Makati (two Saturdays a month)
- Good communication and presentation skills
- Computer literate and proficient in Microsoft Office applications
Perks and Benefits
Flexitime
Performance Bonus
Other
Travel Incentives (local and international)
Quarterly Performance Bonus
Agents Savings Fund
HMO to Achievers
Group Life Insurance to Achievers
Fun Environment
Top Class Trainings
Time Flexibility and Work Life Balance
Permanent Work From Home
Required Skills
- Organizing and Planning
- Presentation Skills
- MS Office
- Sales and Marketing Knowledge
- Customer Service
- Time Management
- Critical Thinking
Preferred Courses
- Entrepreneurship
- Business Administration [Business Management]
- Marketing
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- H. V. Dela Costa, Bel-Air
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About Skyeline Summit LIA - a General Agency under Pru Life UK
Skyeline Summit Life Insurance Agency is a leading affiliate of Alexandrite 2 District, the biggest and most successful district of Pru Life UK - the leading insurance company in the Philippines.
We commit to promote protection and a brilliant future to Filipino families. We also uphold and improve the quality of service delivered by our strong and knowledgeable Advisers.
Led by MDRT leaders, Skyeline Summit LIA is determined to grow while it maintains excellence within our team.
Our newest Financial Advisers enjoy perks and receive the most advanced trainings exclusive to Skyelians.
A lucrative career path awaits you!