• Identify and pursue potential clients to maintain a strong client base
• Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools
• Maintain compliance with all rules and regulations in the financial industry
• This job is commission-based, hence a high potential income

Tasks & responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Qualifications & experience

• Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families
• Open for fresh graduates who are willing to be mentored
• Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
• Sales experience is an advantage
• Must be equipped with a laptop/PC with webcam and smartphone
• Has good communication skills  

Benefits

• Limitless Income Potential
• Local and International Travels
• Cash Incentives
• Awards and Recognition
• Career and Personal Growth
• Savings and Retirement Plan
• Health Maintenance Organization (HMO)
• Work-Life Balance with Time Freedom