Part Time Wealth Manager (Sales/Flexi Hours)

We are seeking a highly motivated and client-centric Part-Time Wealth Manager to join our team. This role is ideal for a financial professional who values flexibility and is passionate about helping individuals and families secure their financial futures through comprehensive insurance and investment solutions.

As a Wealth Manager, you will act as a trusted advisor, conducting deep-dive financial needs analyses and crafting bespoke strategies that encompass risk management, wealth accumulation, and legacy planning.

Core Responsibilities

• Client Relationship Management: Build and maintain a portfolio of clients, providing regular reviews to ensure their financial plans remain aligned with their evolving life stages.

• Financial Needs Analysis: Conduct comprehensive consultations to identify client goals, risk tolerance, and protection gaps.

• Solution Strategy: Recommend and implement tailored insurance products (Life, Health, Critical Illness, Disability) and wealth-building instruments.

• Business Development: Generate leads through networking, referrals, and professional seminars to expand your client base.

• Compliance & Ethics: Ensure all recommendations and transactions adhere to industry regulations and internal compliance standards.

• Policy Servicing: Assist clients with policy renewals, beneficiary updates, and provide empathetic support during the claims process.

Skills:

• • Strong interpersonal and communication skills.

  • Analytical mindset with the ability to explain complex financial concepts simply.

  • High level of integrity and professional ethics.

  • Self-motivated with excellent time management skills to handle a part-time schedule effectively.

What We Offer

• Flexible Working Hours: Design a schedule that fits your lifestyle, whether it's a few days a week or specific hours per day.

• Competitive Compensation: Performance-based structure including commissions, renewals, and potential bonuses.

• Training & Mentorship: Access to specialized training programs and mentorship from senior directors.

• Technological Support: Full access to digital financial planning tools and CRM systems to manage your business efficiently.