• Job Title: Financial Planner
• Position Type: Full-time, Part-time, Fresh graduate
• Hours: At least 3 hours per day
• Location: Work from Home (Remote)

About Us:

• At FWD, we are dedicated to helping our clients achieve more in life and celebrate living through financial literacy. We equip ourselves with proper finance training to provide tailored financial solutions that meet our clients' needs, all while changing the way people feel about insurance.

Key Responsibilities:

• Willingness to undergo comprehensive training in financial planning.
• Willingness to pursue and obtain relevant licensure or certifications as required.
• Offer personalized financial solutions that align with the unique goals and financial situations of our clients.
• Design and implement financial programs that are budget-friendly and effective in achieving client objectives.
• Inspire and educate clients to shift their perceptions and attitudes towards insurance and financial planning.

To apply, please submit your resume and a cover letter outlining your interest and qualifications for this role. We look forward to hearing from you!

Benefits:

• Company events
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise
• Work from home

Supplemental Pay:

• Commission pay
• Performance bonus
• Quarterly bonus
• Yearly bonus

Education:

• Bachelor's (Preferred)

License/Certification:

• SSS / TIN number (Required)

Qualifications:

• Strong commitment to ongoing learning and professional development.
• Excellent interpersonal and communication skills.
• Detail-oriented with strong analytical abilities.
• Ability to work independently and remotely.
• Passion for helping individuals and families achieve financial security and prosperity.

Why Join Us:

• Be a part of a dynamic and supportive team that values your personal and professional growth.
• Flexible working hours to accommodate your schedule.
• Opportunities for career advancement and skill enhancement.
• Contribute to changing lives through improved financial literacy and planning.
• If you are passionate about making a positive impact on people's lives through financial planning and are ready to embark on a fulfilling journey with us, we invite you to apply for the position of Financial Wealth Planner at FWD. Join us in building a generation of financially prepared Filipinos.