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Wealth Planner

Part-time

FWD Life insurance company

Cebu

Key Responsibilities Conduct financial needs analysis to understand clients' financial goals, priorities, and current situation. Assist clients with policy applications, documentation, and claims-related concerns. Generate new clients through referrals, networking, digital marketing, and social media. Attend product training, coaching sessions, and professional development programs.

Go to ph.jobslin.com
Vacancy posted 10 days ago
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