Financial Advisor | Work From Home  

We are looking for passionate and goal-oriented professionals who want to build a rewarding and long-term career in sales. We offer unlimited income, flexible hours, uplifting work environment, and a lot of growth opportunities.

Whether you have 10 years of experience or just joining the job market, with our excellent training programs and our one-on-one mentoring, we will help you build a strong sales foundation and teach you how to tap into the life insurance market where more than 80 million Filipinos are still not insured. The best part is that you can start your interview process and training remotely!

Financial Advisor Responsibilities:

• Continuous prospecting for sales opportunities.
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Closing sales.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Building and maintaining your client base.
• Keeping records, accounting for money collected, and processing paperwork.
• Participate in unit and branch meetings and trainings to gain additional knowledge, skills and to understand trends from field research.

• Candidate must possess at least a Bachelor’s Degree in any field
• Must have Internet Access
• Willing to attend Online Training and seminars on Insurance/Financial Literacy
• Good communication and presentation skills;
• Familiar with MS Office software and basic Google Workspace tools and software
• With previous sales experience preferred
• Excellent interpersonal skills