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Financial Advisor / Insurance & Investment Specialist
FinancesurePH General AgencyMetro Manila, National Capital Region, PH30+ days ago
Job descriptionCollege graduate (open to undergraduates with sales experience) Excellent communication and interpersonal skills Driven, self-motivated, and goal-oriented Experience in sales, banking, or customer service is an advantage but not required Must be willing to undergo training and licensing (IC exam) Applicants must be residing in the Philippines Flexible working schedule Unlimited income through commission-based pay Performance bonuses and travel incentives Free training, mentorship, and certification Career advancement opportunities (from Advisor to Unit Manager) Work with a supportive and collaborative team
We are looking for driven, people-oriented individuals to join our team as Financial Advisors. You will help clients secure their financial future by providing tailored solutions in insurance, investment, and estate planning.
Responsibilities :
- Build and maintain relationships with clients through prospecting, referrals, and networking
- Conduct Financial Needs Analysis (FNA) to understand client goals and concerns
- Present insurance and investment solutions suited to client needs
- Provide after-sales service and client support
- Attend training sessions to continuously upgrade financial knowledge
- Achieve sales targets and contribute to team goals
Qualifications :
Perks & Benefits :
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Financial Advisor • Metro Manila, National Capital Region, PH