BDO Life
BDO Life

Financial Advisor  

BDO Life

  • Makati, Philippines
    7899 Makati Ave, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired 6 years ago

2017-11-18T16:15:05.236929+00:00
Job closed.

Job Description

  • Must be comfortable to do sales and fieldwork
  • Seek out leads from branch of assignment
  • Educate and advice clients on education planning, retirement planning, estate planning, and pension plans
  • Guide individuals, businesses, and families in selecting the most appropriate life insurance policies
  • Offer traditional life, and variable universal life, health, disability, and long term care insurance
  • Offer and sell insurance policies to potential clients
  • Process applications of potential clients
  • Maintain reports and records of insurance policies
  • Build professional relationships with clients
  • Answer client inquiries
  • Assist clients in servicing policy amendments or surrenders
  • Assist beneficiaries regarding claims

Successful candidates will be trained and developed to become licensed and professional BDO Life Financial Advisors, responsible for providing financial planning services to a cluster of BDO branches armed with BDO Life's competitive line of insurance products and services.

BDO Life is a subsidiary of BDO Unibank, Inc.

Minimum Qualifications

Who are we looking for?

  • Bachelor's Degree holders, preferably with at least 1 year of work experience
  • Candidates who:
    • have a positive academic and/or work track record
    • are ready to be trained and mentored to be an expert in the field
    • have great communication skills and sincerely enjoy talking to different people every day
    • are confident and comfortable in building and managing relationships
  • Preferably, candidates who are willing to work in any the following Makati, Greenhills and Ortigas Area.

Perks and Benefits

  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Employee DiscountsEmployee Discounts
  • Mobile Phone DiscountMobile Phone Discount
  • Transportation AllowancesTransportation Allowances
  • Performance BonusPerformance Bonus
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave
  • Paid Sick LeavePaid Sick Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
7899 6F BDO Corporate Plaza, Makati Avenue, Makati, Metro Manila, Philippines
Industry
Sales and Marketing
Vacancy
20 openings
Website
https://www.bdo.com.ph/bdolife/financial-advisor

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About BDO Life

BDO Life is expanding its sales force and were looking for driven and talented people to add to our team! If you make a good first impression, get motivated by achievement, can think like a business person and can communicate clearly, then a Financial Advisor career may just be with what you are looking for. You'll be assigned in BDO Branches in Makati, Greenhills, and Ortigas Area with the support of the branch staff, help protect the lives and finances of our valued clients as a BDO Life Financial Advisor. "We dont offer jobs. We offer carreers"

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