Financial & Wealth Planner

Looking for a career that pays weekly, lets you work anywhere, and actually grows YOU—not just your resume?

This is not your typical 9–5 job. This is a purpose-driven, flexible, and entrepreneurial career where you help families secure their future while building your own.

As a Financial & Wealth Planner, you’ll guide clients in making smart protection and financial decisions through insurance and investment solutions—while enjoying flexibility, incentives, and fast-track career growth.

No experience? No problem.

We train, mentor, and support you every step of the way.

💼 What You’ll Do

Educate clients on insurance and financial protection solutions

Build strong relationships through trust and rapport

Analyze client needs and recommend suitable plans

Present solutions confidently (online or face-to-face)

Manage your own schedule and client pipeline

Work independently while collaborating with a supportive team

Continuously learn and grow through training and mentoring

Graduate of any 4-year course

Resident of Metro Manila and nearby provinces

Ability to work independently and as part of a team

Self-motivated with a strong work ethic

No experience required but have eagerness to learn

Willing to attend onsite meetings in Makati (two Saturdays a month)

Strong communication and presentation skills

Computer literate (Microsoft Office proficiency)