Finance Specialist

CEO at Great Playbook Asia | Leading a talent development ecosystem that empowers, connects, and innovates

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Disclaimer : We partner with Prudential Indonesia and Prudential Syariah Indonesia as trusted providers of financial product solutions for our valued clients. Please be advised that this position is related to financial sales and is performance-based, not salary-based. If you are unwilling to work on a performance-based system, kindly refrain from proceeding. This opportunity can be pursued either full-time or part-time, depending on your commitment. Experienced candidates and fresh graduates with prior work experience are welcome.

Are you passionate about personal finance and eager to embark on a rewarding career path? We are looking for enthusiastic individuals, regardless of their background in financial professions, to join our community and become Financial Planners. We offer opportunities for individuals who are already Certified Financial Planners (CFP) or are seeking to become CFP through our scholarship program, as well as opportunities for full‑time or part‑time positions within our dynamic community.

Responsibilities :

Your main responsibilities will include enhancing financial literacy, advising clients on financial foundation strategies, creating customized financial plans, and assisting clients with insurance and investment products as solutions to enhance financial inclusion.

Benefits of joining our community include :

• Intensive training to develop your soft and technical skills in personal financial planning and other relevant areas.
• Joining a supportive community for mutual growth and learning in our four core areas : Psychology, Finance, Leadership, and Sales.
• Unlimited opportunities for personal development.
• One‑on‑one mentorship and on‑the‑job training from experienced financial planners.
• Achieving work‑life balance with the ability to work from anywhere.
• For those who haven't obtained certification, our community will lead you to a scholarship certification as an Associate Wealth Planner (AWP), Registered Financial Planner (RFP), and eventually a Certified Financial Planner (CFP). For those who already hold certification, we will provide cash benefits once you fulfill the criteria.

To qualify for this opportunity :

We require a minimum of a bachelor's degree and a genuine passion for personal financial planning or wealth management. Additionally, we value a strong desire to serve others, excellent analytical and problem‑solving abilities, as well as effective communication and interpersonal skills. A determined attitude towards learning and growth is a must. While prior sales or customer service experience is a bonus, recent graduates are encouraged to apply. You can choose between full‑time or part‑time positions, subject to specific conditions.

If you are motivated and driven to succeed, we encourage you to apply for this exciting opportunity!

Seniority level : Entry level

Employment type : Part‑time

Job function : Finance and Sales

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