job description
Join Imperium Blaze Life Insurance Agency as a Remote Financial Planner and enjoy the perfect blend of professional growth and tropical work-life balance from the heart of Bali. This part-time, work-from-home opportunity is designed for self-motivated professionals who are passionate about helping clients secure their financial futures while enjoying the flexibility to work from paradise.
As a Financial Planner, you will play a pivotal role in guiding clients through personalized financial strategies, including insurance solutions, investment planning, and wealth management. Whether you're based in Canggu, Ubud, or any of Bali’s vibrant hubs, you’ll have the freedom to design your schedule while making a meaningful impact on clients’ lives.
Imperium Blaze is committed to empowering its team with cutting-edge tools, competitive compensation, and continuous training to ensure your success. If you thrive in a dynamic, client-focused environment and seek a rewarding career with location independence, this is your chance to shine.
Responsibility
- Conduct one-on-one financial consultations with clients to assess their goals, risk tolerance, and financial needs.
- Develop and present customized financial plans, including insurance, investment, and retirement strategies.
- Educate clients on life insurance products, benefits, and long-term financial security options.
- Monitor and review client portfolios, recommending adjustments to align with changing life circumstances or market conditions.
- Build and maintain long-term client relationships through proactive communication and trust.
- Stay updated on industry trends, regulatory changes, and new financial products to provide informed advice.
- Collaborate with the agency’s support team to ensure seamless onboarding and service delivery for clients.
- Meet or exceed monthly sales targets while adhering to ethical and compliance standards.
Qualifications
- A bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent experience).
- Proven experience in financial planning, insurance sales, or wealth management (preferred but not mandatory).
- Strong communication and interpersonal skills to build rapport with diverse clients.
- Self-disciplined with excellent time-management abilities to thrive in a remote, part-time role.
- Familiarity with financial software, CRM tools, or digital sales platforms is a plus.
- Licensed or willing to obtain relevant financial or insurance certifications (e.g., CFP, RFC).
- Passion for helping others achieve financial freedom and a client-centric mindset.
- Reliable internet connection and a quiet workspace in Bali to conduct virtual meetings.