Part-time Financial Analyst

We are looking for motivated, entrepreneurial, and goal-oriented individuals to join our growing team. In this role, you will be the bridge that helps Filipino families secure their future. You will have control over your time, enjoy unlimited income potential, and receive world-class training to help you succeed—all from the comfort of your home.

Responsibilities:

• Help clients identify their financial goals and protection needs.
• Recommend suitable insurance and financial solutions.
• Conduct online or face-to-face client presentations.
• Build and maintain long-term client relationships.
• Generate leads through networking, referrals, and social media.
• Provide excellent after-sales service and policy reviews.
• Participate in training, coaching, and professional development programs.

What We Offer

• Enjoy a work-from-home setup with a flexible schedule, allowing you to manage your own time and work at your own pace, with the requirement to attend quarterly face-to-face meetings.
• Earn through high-rate commissions, cash bonuses, and travel incentives.
• Comprehensive, step-by-step training and guidance to pass the government licensing exam (No prior experience required!).
• Clear path to promotion into managerial and leadership roles.
• Access to direct mentorship from industry leaders and a collaborative team culture.

Ideal Candidate (Qualifications)

• Must possess at least a Bachelor's/College Degree
• Self-motivated, disciplined, and able to work independently with minimal supervision.
• Coachable, willing to learn, and open to constructive feedback.
• Results-driven with a strong desire to achieve financial goals and help others do the same.
• Must have a reliable internet connection and a laptop/desktop computer for online presentations and training.