Company Peak Wealth Solutions – Philippines is offering job opportunities for the position of LIFE PLANNER in the San Fernando area. The job type available is Full-time.

We are looking for candidates who possess skills with beginners/seniors experience. We value honesty, discipline, and responsibility in our employees.

Peak Wealth Solutions – Philippines operates in the (according to the company) industry. If you are interested in applying to this company, please proceed with your application.

Job Information

Job Description

About Us:

Peak Wealth Solutions Philippines is a leading financial advisory firm partnering with AIA Philippines, offering innovative solutions for protection, savings, investment, and retirement planning.

Job Description:

As a Life Planner, you will provide personalized financial advice, assess client needs, and develop tailored strategies. This role empowers clients to make informed financial decisions and offers flexible work hours, career growth, and uncapped income.

Qualifications:

– Willingness to undergo licensing exam (with licensing fee)

– College graduate with at least 2 years managerial experience

– Exceptional communication skills and self-motivation

Location: Makati

Job Types: Full-time, Part-time

Pay: Php20,00.00 – Php100,00.00 per month

Expected hours: 2 – 3 per week

Benefits:

– Flexible schedule

– Health insurance

– Life insurance

– Opportunities for promotion

– Work from home option

Schedule: Day shift

Supplemental Pay:

– Anniversary bonus

– Bonus pay

– Commission pay

– Performance bonus

– Quarterly bonus

– Tips

– Yearly bonus

Application Requirements

• Relevant formal education
• Work experience in the related industry is a plus
• Ability to adapt and learn quickly