Financial Planner | Part-time
APEX (Alliances Pursuing Excellence - an affiliate of FWD-SGA)
- Taguig, Philippines10F, Del Rosario Law Centre 21st drive corner 20th drive BGC, Taguig, Metro Manila, PhilippinesTaguigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Job closed.
Job Description
- This is a remote or online sales career
- Help clients plan for their short and long-term financial goals through financial coaching.
- Recommend products and services as solutions based on client's needs and wants.
- Help in executing follow through of implementation vehicles such as family protection, income and business continuity, insurance, investments, education and retirement funding, estate planning and the like.
- Does post-sale client servicing.
Minimum Qualifications
- Must be a Filipino citzen residing or based in the Philippines
- At least 2 years work experience in business or sales
- Proven track record of success in sales or business
- Good communication skills
- Entrepreneurial skills
- Current or last income of P20,000 and above
- At least 2 years stay in present address
- Good interpersonal skills
- Proactive and innovative
- Coachable, Results-driven and Competitive.
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- 10F, Del Rosario Law Centre 21st drive corner 20th drive BGC, Taguig, Metro Manila, Philippines
- Industry
- Financial Services, Real Estate, Coaching, Sales and Marketing
- Vacancy
- 5 openings
About APEX (Alliances Pursuing Excellence - an affiliate of FWD-SGA)
APEX (Alliances Pursuing Excellence) is an organization of successful sales and marketing professionals whose vocation is to develop and empower leaders within the team, by creating an environment where one can experience long-term success while enriching the lives of people through financial coaching.
APEX (formerly FWD Castrence and Associates) is also an agency under Salientes-Gonzalez Associates of FWD Philippines.