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.