Any
N/A
TBD
Aug 28, 2021
Job Description
Helping clients regarding their financial planning needs and priorities
Offer solutions such as investment, life insurance, critical illness, retirement fund, discipline savings, kid's education, estate planning, and wealth management, among others.
Helping spread the importance of financial literacy
Qualifications
Good communication and presentation skills;
Bachelor's Degree holder (any course)
With a passion for helping people
Leadership skills or experience is an advantage
Willing to be trained by Mentor
Willing to render time for virtual meetings and online trainings
Tech-savvy with access to internet
Has Personal Laptop/Tablet
Must be residing within or near Lucena City