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Financial Services Associate (Part-Time | Work From Home)

Part-time

Imperium Blaze Life Insurance Agency Philippines

Financial Services Associate (Part-Time | Work From Home)

We are seeking motivated and goal-oriented individuals to join our team as Financial Services Associates. In this role, you will support clients in understanding financial planning concepts and identifying solutions aligned with their long-term financial goals.

This opportunity is ideal for fresh graduates, career shifters, and professionals seeking a flexible part-time role within the financial services industry.

Key Responsibilities

• Assist clients in identifying their financial goals and priorities.

• Conduct basic financial needs assessments and consultations.

• Provide information on financial planning and protection solutions.

• Respond to client inquiries in a professional and timely manner.

• Recommend appropriate solutions based on client needs and objectives.

• Participate in training and professional development programs.

• Collaborate with mentors and team leaders to enhance client service and engagement.

Qualifications

• Bachelor's degree holder in any field.

• Strong communication and interpersonal skills.

• Willing to learn and undergo training.

• Self-motivated, organized, and goal-oriented.

• Reliable internet connection for remote work.

Benefits

• Work-from-home setup.

• Flexible part-time schedule.

• Comprehensive training and mentorship.

• Performance-based incentives and recognition programs.

• Health and insurance benefits for qualified associates.

• Career development and advancement opportunities.

If you are passionate about helping individuals make informed financial decisions and are looking to build a career in the financial planning industry, we encourage you to apply.

Employer questions

Your application will include the following questions:

  • Which of the following types of qualifications do you have?

  • What's your expected monthly basic salary?

Vacancy posted 16 hours ago
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