Financial Planner
FWD Oriental Dragon Life Insurance Agency
Posted
last week
Makati
Remote
PHP 45K
Mid Level
Part Time
Sema Summary
This part-time hybrid role involves creating personalized financial plans for clients. The Financial Wealth Planner must build lasting relationships and guide clients in financial decisions.
About Company
FWD Oriental Dragon Life Insurance Agency specializes in insurance solutions and provides training and mentorship to aspiring Financial Wealth Planners.
Core Requirements
- Proficiency in Financial Planning
- Experience in Investments and Finance
- Understanding of Insurance products
- Strong analytical skills
- Ability to manage client portfolios
Responsibilities
- Create personalized financial plans for clients.
- Provide guidance on financial decisions.
- Recommend insurance solutions.
- Build lasting client relationships.
- Stay informed about financial trends.
- Work collaboratively in a hybrid environment.
- Manage multiple client portfolios.
Must Have skills
Job Keywords
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