Wealth Planner
I AM PLUS LIMITLESS
- Taguig, Philippines21st, Del Rosario Law Center, Taguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Market products of FWD Life Insurance
- Assists participants with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development
- Monitors participant progress toward financial goals.
- Follows up with participants on referrals to other financial service professionals when applicable
- Maintains files and database for all participants including the intake form, credit report, coach’s appointment notes, analysis and corrective action plan
Minimum Qualifications
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Sales background
- Strong negotiation skills
- Can influence confidently
- Entrepreneurial mindset (commission-based)
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 21st, Del Rosario Law Center, Taguig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 12 openings
About I AM PLUS LIMITLESS
Who we are:
Founded in May 2016 by Jon Herrera and Russ Juson. We are a character building and learning experience organization which focuses in developing Life and Wealth Coaches through personal growth, health and fitness, spirituality, productivity and mindfulness.
We are Rule Breakers. We encourage everyone to question their belief systems and redefine life, happiness and success on their own terms, by choosing ideas and values that fulfill them and rejecting the ones that limit them
Committed for continuous education and personal growth
Encourage to question your belief systems and redefine life, happiness and success on your own terms, by choosing ideas and values that fulfill you and rejecting the ones that limit you.
Work and live by the Code of Awesomeness, which enlists the values we have collectively voted for - such as the importance of integrity, gratitude and taking responsibility for your words and actions.
Encourage to question your belief systems and redefine life, happiness and success on your own terms, by choosing ideas and values that fulfill you and rejecting the ones that limit you.
Work and live by the Code of Awesomeness, which enlists the values we have collectively voted for - such as the importance of integrity, gratitude and taking responsibility for your words and actions.
What is Expected of You?
Your product is YOU. Build your self-worth through daily rituals.
“There are no rejections, only feedback that you have not built yourself as a masterpiece. If you are a master in your business, people will just fall in line wanting to do business with you.” – Coach Russ Juson