Financial Advisor  

• 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.

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.