Wealth Planner
IAMPLUSLIMITLESS
- Taguig, PhilippinesFort Bonifacio, Taguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippines
- Part timePART_TIME
Expired 7 years ago
2017-03-24T10:12:29.238640+00:00Job closed.
Job Description
- Assessment of client's short term and long term financial needs
- Guides the client in making a personal financial needs
- Listen intently and provide solution to client's problems relating to wealth creation & distribution
- Network and partner with friends and family
Minimum Qualifications
- Experience in Sales is preferred
- Entrepreneurial and Self Starter
- Skill in Network building & maintaining long lasting relationship with clientele
- Able to synthesize problems and present solutions
- Highly motivated and Coachable.
Perks and Benefits
Flexitime
Medical / Health Insurance
Life Insurance
Retirement Benefit Plans
Performance Bonus
Required Skills
- Telephone Skills
- Relationship Management
- Sales and Marketing Knowledge
- Speaking
- Rapport Building
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Fort Bonifacio, Taguig, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 20 openings
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About IAMPLUSLIMITLESS
We are looking to train Wealth Coaches who are passionate in helping others achieve life balance through proper wealth planning.
We are advocates of Personal Growth programs designed to groom you into reaching your fullest potential as a leader, turning you into the most abundant and prosperous individual as a result.
Our team live by the CODE OF AWESOMENESS
We dare to dream big
We evolve through learning
We are positive & passionate
We practice transparency and candor
We help others rock their greatest lives
We turn customer into raving fans
We are grateful & celebrate life
We kick serious ass
We are money magnets
We honour our words with actions
Let's have a conversation.