Virtual Financial Advisor
Olongapo, Zambales
Posted today
- 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:
- 10
Job Description
Join our growing team as a Virtual Financial Advisor and help individuals secure their future through tailored insurance and investment solutions—all from the comfort of your home.
Key Responsibilities:
– Connect with qualified leads and offer goal-based financial planning
– Educate clients on savings, protection, and investment opportunities
– Conduct online consultations to assess client needs
– Build and maintain long-term relationships
– Manage your own schedule while meeting client needs effectively
What We Offer:
– Work-from-home setup with a flexible schedule
– Full training and one-on-one mentorship—no finance background required
– Competitive performance-based compensation (with monthly incentives)
– Personal growth, leadership tracks, and team support
– A purpose-driven community focused on financial empowerment
Qualifications:
– Bachelor’s degree in any field (fresh graduates welcome)
– Excellent communication and interpersonal skills
– Self-motivated and coachable
– Must have a laptop and stable internet connection
How to Apply:
Kindly send the following details:
– Full Name
– Email & Mobile Number
– Location (City/Province)
– Preferred Orientation Schedule (Tue/Thu 8PM or Sat 7PM)
– Link to your updated resume
- Salary:
- ₱25,000.00 Monthly