Part time/Full time

Join our Team

Perks of being Unit Managers:

Manage your own schedule ( more time with your family and friends)

Competitive Incentive Package (Commissions and Monthly Bonuses)

Get in the business of helping people (Financial Planning)

Enjoy Professional Growth (Sales Training, Build your own Team)

Travel for free (Local and International Trips)

Healthcard (HMO)

Group Life Insurance

What we do:

1. Guide clients through financial self-analysis, including goal setting and advice to reach goals.

2. Assist clients with estate management, tax returns, budgets, or other financial tasks.

3. Follow-up with clients on plans, track successes, and inform about modifications.

4. Build a team of Financial Planners.

5. Lead and monitor the Financial Planners.

Minimum Qualifications:

Must possess a Bachelor’s/ College Degree in any field

Strong entrepreneurial mindset and skills

Excellent communication and presentation skills

Good analytical and problem-solving skills

People and goal oriented

Good Internet Connection at home

Willing to be trained and eager to attend learning sessions

Be able to work independently and also be a team player