Financial Advisor

We are looking for highly motivated, successful, and purpose-driven individuals to join us in our mission to help Filipinos protect their dreams and secure their lives through financial planning.



MAIN RESPONSIBILITIES:

• PROSPECTING – List down friends, family, relatives, and colleagues as potential clients.

• SETTING APPOINTMENT – Contact your ?prospective clients for a virtual meeting.

• BUILDING RAPPORT – Take time to know your clients.

• NEEDS ANALYSIS – Identify the needs, wants, and financial goals of the clients.

• Analyzing information and preparing plans best suited to individual clients' requirements

• Completing risk analysis



Core Values:
• Integrity
• Ethical
• Competitive
• Coachable
• Committed



JOB QUALIFICATIONS:

- Candidate must possess at least Bachelor’s/College Degree in any Field.

- Fresh graduates can also apply.

- Must be coachable and willing to be trained

- With good communication skills both oral and written.

- Must be passionate in helping and educating people.

- Must have an internet connection at home or mobile data plan.


BENEFITS:

- Company commission and Bonuses
- Incentive Trips local and abroad.
- Flexible working hours.
- Build your own team
- Lifetime Career



Please send your resume to
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