Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Financial and Estate Planning Advisor

Salary undisclosed
Checking job availability...
Original
Simplified
Job Summary
  • Primarily responsible for reviewing client portfolios to ensure that the client is adequately protected by virtue of insurance policies and investments and to assist in financial and estate planning for the clients of Wealth Management Group.

How will you contribute?

  • Primarily in charge of assisting Relationship Managers (RM) plan for the future of the clients by discussing investment options, specifically the role of financial planning and insurance with clients to attain personal and family goals.
  • Assist the RMs and clients with financial and/or estate planning
  • Regular review of portfolio, together with the personal background and family structure of WMG clients to determine which portfolios should include insurance products and services. The review shall be done in coordination with the handling RM;
  • Regularly meet with the bancassurance partner (SLGFI) of RCBC to discuss what the WMG clients need in terms of products and services and to implement processes to improve referrals and to guarantee more bookings;
  • Meet with WMG clients to interview, answer questions, discuss insurance options, research insurance opportunities to be able to create customized plans for the client. This is done in conjunction with the WMG RM;
  • Preparation and/or coordination of documentation required to be completed/submitted by the WMG client for any transactions related to the insurance product or service;
  • Monitors all developments/updates for client portfolios referred by RMs or assigned by the Division Heads or the Group Head

What will make you successful?

  • Working knowledge of various investment markets and
  • Products and must be very familiar with insurance
  • Preference is for the candidate to be a certified
  • Financial Planner by IAFRC or an equivalent. In the
  • Event that the candidate is not certified, he/she
  • Commits to take the certification program.
  • Preferably with a life insurance license.