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Rencana Bijak

Financial Planner

Rencana Bijak

Posted

last week

Jakarta, Indonesia

Remote

IDR 5M

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

This role involves engaging individuals as financial planners, focusing on enhancing financial literacy. It offers flexibility to work either full-time or part-time while pursuing certification opportunities.

About Company

Rencana Bijak is a Financial Planner Community in Indonesia dedicated to promoting financial literacy and inclusion. The company emphasizes ethical financial planning and aims to support families with valuable resources.

Core Requirements

  • Bachelor's degree
  • Passion for financial planning
  • Strong analytical skills
  • Effective communication skills
  • Desire to serve others

Responsibilities

  • Enhancing financial literacy
  • Advising clients on financial strategies
  • Creating customized financial plans
  • Assisting clients with insurance products
  • Providing investment advice
  • Mentoring new financial planners
  • Participating in community training

Benifits

  • Intensive training
  • Community support
  • Personal development opportunities
  • One-on-one mentorship
  • Achieving work-life balance

Must Have skills

Analytical skillsCommunication skillsInterpersonal skillsCustomer serviceSales experience

Job Keywords

Financial PlanningClient AdvisoryInsuranceInvestmentsTraining

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