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Crown Summit

Assistant Unit Manager / Financial Advisor (Work from Home/Hybrid)

Early Applicant
  • a month ago
  • Be among the first 50 applicants

Job Description

Position: Assistant Unit Manager / Financial Advisor
  • Setup: Work from Home / Hybrid
Type: Part-time / Full-time
  • Job Descriptions:

As an Assistant Unit Manager or Financial Advisor, you will serve as a consultant, enjoying flexibility beyond the traditional 8 to 5 workweeks. Your primary responsibilities include:
  • Client Engagement: Reach out to and assist individuals who need financial services.
Financial Needs Analysis: Meet potential clients and conduct comprehensive financial needs analyses covering retirement, education, life insurance, health funds, and short-term goals to provide tailored solutions.
Financial Plan Implementation: Assist clients in implementing their financial plans.Progress Monitoring: Track and adjust the implementation of financial plans as needed.

Interested candidates should promptly message or send their resume.
  • Qualifications:
No prior experience required (Fresh graduates are welcome!)
  • Good moral character
Ability to work independently and eagerness to learn
  • High adversity and emotional quotient
Graduates of any four-year course
  • Access to personal gadgets (desktop, tablet, or laptop)
Reliable internet connection
  • Residing anywhere in the Philippines
  • Benefits:
Competitive pay
  • Weekly earnings between P10,000 and P50,000
Work from Home (WFH) flexibility
  • Monthly rewards
Quarterly bonuses
  • Health Maintenance Organization (HMO)
Flexible working hours
  • Opportunities for local and international travel
  • Type of Job: Full-Time and Part-Time
Pay: Between P10,000 and P50,000 per week
  • Schedule:
Flexitime
  • Application Queries:
Are you able to handle financial planning and insurance-related services
  • Are you open to obtaining a government license
Do you have any connections to multilevel marketing or networking (This is not required.)
  • What are your life goals, and how do you plan to achieve them
Do you agree that performance should be based on outcomes rather than a set salary (e.g., commission-based)
  • Will you commit to attending Zoom trainings on Mondays and Wednesdays from 8 p.m. to 9:30 p.m.

Join our team and start making a difference today!

Job Types: Full-time, Part-time, Permanent, Fresh graduate

Pay: Php10,
  • 00 - Php50,000.00 per week

    Expected hours: 15 per week

    Benefits:
  • Company events
Flexible schedule
  • Flextime
Opportunities for promotion
  • Work from home
Supplemental Pay:
  • Performance bonus
* Quarterly bonus

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 24/10/2024

Job ID: 97813193

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