Digital Life Planning Partner
Gapan, Nueva Ecija
Posted 3 days ago
- Company:
- Imperium Blaze Life Insurance Agency
- Company Description:
- Provide financial advice to clients on their medium to long-term financial goals. Respond to prospective customers’ queries about financial planning. Provides financial need analysis and explain the company’s different products that will help them achieve their financial goals. Opportunity to be promoted and lead junior financial consultants.
- Contract Type:
- Part Time
- Experience Required:
- 1 year
- Education Level:
- Bachelor’s Degree
- Number of vacancies:
- 20
Job Description
Are you someone who believes that everyone deserves a well-planned and secure future? As a Digital Life Planning Partner, you'll have the opportunity to guide individuals and families in achieving their life and financial goals—all while working from home on your own terms.
No financial background? No problem. We provide training, mentorship, and all the tools you need to succeed. All you need is a growth mindset and a heart for service.
Key Responsibilities
Help clients identify and clarify their personal and financial priorities
Conduct needs-based assessments to design tailored life planning strategies
Provide guidance on savings, protection, investment, and legacy-building solutions
Maintain relationships through consistent client engagement and support
Embrace continuous learning and development for career and leadership growth
What We’re Looking For
Individuals who value purpose-driven work
Confident communicators with a desire to serve and educate
Open-minded learners—experience is a bonus, but not a must
Those who enjoy flexible schedules and remote working setups
Fresh graduates, career shifters, and part-timers are welcome
Compensation & Benefits
Work-from-home with a flexible schedule
Health and life insurance
Company Christmas gift
Opportunities for promotion and long-term career advancement
Access to professional training, mentorship, and team support
Pathway to leadership roles and financial independence
- Salary:
- ₱25,000.00 Monthly
