Virtual Associate with a Large Company within Philippines time zone

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TYPE OF WORK

Full Time

WAGE / SALARY

Negotiable

HOURS PER WEEK

TBD

DATE UPDATED

May 22, 2026

JOB OVERVIEW

Description
Are you looking for a full-time long term career that has an excellent growth opportunity through career progression, with stable income and fantastic potential bonuses? If you are productive, responsible, self-motivated, assertive, hardworking, with a positive work attitude and flexible to adapt to an ever-changing work environment, we will like to welcome you to join us. You will receive training and support for your ---------- ndidates without experience but willing to learn and grow are welcome.

About Us
Licensed by the government authority, we are a multi-award winning financial advisory firm. We offer a diversified suite of financial services and solutions with a personalized approach.
We have one of the largest, most-respected and fastest-growing network of advisers in the country. We provide sound and comprehensive financial advice at both individual and corporate levels.
• Over 1,000 Advisers and Staff
• Over $1 billion of Assets Under Advice
• Serving over 100,000 Clients

Requirement
• Excellent English language skills (Verbal and Written) with neutral accent
• A plus if you understands Chinese/Mandarin language (Verbal or Written)
• Fantastic natural sales instinct and work experience
• Competent with Microsoft Office applications
• Owns a competent computer/laptop for work
• Stable and reliable internet connection
• No frequent power outages
• A quiet working environment that is free from distractions or interruptions
• Using a USB Call Center style headset with Noise Cancellation feature
• Proactively & independently to solve problems and continually looks for answers

Other Matters
We will be communicating via Skype and ---------- . There will be a probation period up to three months, depending on your qualifications and experience, which is negotiable. After the probation period, you will be entitled to a 13th-month bonus and paid leave. Your work key performance indicator determines the performance bonus. For your awareness, you will follow the time zone of Singapore. During the probation period, your salary is weekly base on the monthly salary. Your working hours are based on office hours over the weekdays but expected to reply to clients’ questions and follow up on the go over the ---------- anization Structure

Loan
You will begin in this business segment, mainly residential property under a personal name. Ongoing learning opportunity towards other loan types. The primary job scope includes:
• Contact clients, via WhatsApp (business phone) primarily.
• Generate loan report with our system
• Give a summary and recommend options for clients
• Coordinate with respective bankers to process the loan application
• Arrange appointments with clients and bankers
• Contact existing clients when their loan lock-in period is nearing
• Manage the clients and update the processes via various CRM ---------- surance
You will begin this business segment as a supporting role. The primary job scope includes:
• Prepare required documentation for the client’s application
• Contact clients via WhatsApp (business phone) primarily for a reminder and follow up.
• Engage clients via WhatsApp (business phone) primarily, for making an appointment.
• Prepare a proposal to clients, with the framework and template provided.
• Assisting clients in their insurance claim
• Contact insurers to get a quotation and recommend to clients
• Manage the clients and update the processes via various CRM ---------- vestment
You will begin this business segment as a supporting role. The primary job scope includes:
• Prepare required documentation for the client’s application
• Contact clients via WhatsApp (business phone) primarily for a reminder and follow up.
• Engage clients via WhatsApp (business phone) primarily for making an appointment.
• Prepare a proposal to clients, with the framework and template provided.
• Manage the clients and update the processes via various CRM systems.

Financial
Candidates who have shown capability and knowledge may groom towards management as the head of the business segments or specialist role in the respective business segment.

Application
To apply for the job:
1. Change the subject to
a. I Want to Work and Grow with your [Insert the type of firm that was mentioned in the second paragraph here]
2. Send a message with a few sentences on why you are suitable for this position and indicate your expected monthly salary.
3. Input the following details about yourself:
a. First name and last name
b. Email address
c. Mobile number (with WhatsApp)
d. Skype name
e. Address
f. Date of birth (dd/mm/yyyy)
g. Marital status
h. How often do you experience power outages? Or do you have a backup power source?

To be completed for an effective interview
4. Please submit a copy of your resume and LinkedIn profile (if available)
5. Please take a screenshot of your computer specification and ISP provider speed test with this link. https://www.speedtest.net/
6. Please read the second paragraph (about us) and send us an audio (or preferably video) recording when you submit your application.
7. Preferably that you have taken the 50-minute exam and send us a screenshot, including your name in it. Here is the link: ---------- /english-certificate/
8. There will be a Skype interview video call required.

Arrangement of Interview
We will contact you for an interview if you are selected.

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