Financial Advisor / Wealth Advisor

Full-time or Part-time

Daily tasks of the Financial Advisor are as follows:
• Prospecting for new customers
• Conducting Financial Needs Analysis with his/her prospects
• Crafting a Financial Plan to address the specific needs of his/her clients
• Providing after-sales services to existing clients
• Conducting Policy Reviews

The qualified Financial Advisor will be enjoying the following benefits:
• Commissions, bonuses & referral incentives
• Free extensive training in the financial services industry
• Work from home and access to the digital tools and virtual processes of the company
• Travel incentives
• Group life insurance, HMO and retirement benefits

We are looking to fill in the following vacancies in these areas:
• Caloocan City
• Makati City
• Manila City
• Muntinlupa City
• Pasig City
• Quezon City
• Taguig City
• Marikina City
• Antipolo City
• Las Pinas City
• Batangas
• Cavite
• Laguna

Minimum Qualifications:
• Entrepreneurial mindset
• Goal-oriented
• Good communication and presentation skills
• Excellent problem-solving skills
• Sales experience is an advantage