Peak Wealth Solutions – Philippines is currently seeking applicants for the position of LIFE PLANNER in the Calamba City area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

Peak Wealth Solutions – Philippines operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Job Description

About Us:

Join our team at Peak Wealth Solutions Philippines, a premier financial advisory firm in partnership with AIA Philippines. We specialize in helping individuals achieve financial security through tailored wealth management strategies.

Job Description:

We are seeking a Life Planner to provide personalized financial advice to clients. Assess clients’ financial needs, develop customized strategies, and guide them towards their life goals. Enjoy flexible hours, career advancement, and unlimited earning potential.

Qualifications:

• Must be willing to take licensing exam
• College degree holder
• 2 years of managerial experience
• Excellent communication skills
• Passionate about assisting others

Location: Makati

Job Types: Full-time, Part-time

Pay Range: Php20,00.00 – Php100,00.00 per month

Expected Hours: 2 – 3 per week

Benefits:

• Flexible schedule
• Health insurance, Life insurance
• Opportunities for career growth
• Remote work options

Schedule:

• Day shift

Supplemental Pay:

• Anniversary bonus, Bonus pay, Commission pay, Performance bonus, Quarterly bonus, Tips, Yearly bonus

Application Requirements

• Good physical and mental health
• Minimum age 17 years
• Discipline and adherence to time
• Honest and responsible
• Good character
• Satisfaction in working and learning
• For other requirements, please check through the application form.