Financial Planner

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

* Provide financial planning support to clients

* Prepare financial plans and check their accuracy

*Promote and Recommend Investment products based on the Financial Plan

*Promote and market to potential customers

Qualifications:

-Graduate of a 4- year course, any Bachelors Degree. Career Shifters and Newly Grads are welcome (no work experienced required)

-Teachable and willing to be trained & attend trainings

-Willing to take licensing Exam

-Experience in sales an advantage

-Enthusiastic and passionate about helping others

-Self- motivated, has winning attitude and positive mindset

-With stable internet connection

Benefits:

-You can do this Part time or Full Time

-Work from your digital office anywhere (via online or face to face)

-Local and Internatonal Trip Incentives

-Cash incentives

-Unlimited income potential through Commission (Effort based income)

-Time Flexibility (No time in and out, manage your own schedule)

-Rewards, incentives and recognitions

-Work-life balance

Successful candidates will be part of Cardinal Buoy Financials, a company and an Agency of AIA Philippines with nationwide presence in Metro Manila, Luzon, Visayas , and Mindanao.