8 Financial Advisor jobs in the Philippines

A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients' financial needs and help them make informed decisions to achieve their long-term financial goals.

Key Responsibilities:
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.

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Job Description:

*Mainly revolves around offering financial advise and educating people about insurance-savings-investment and how these services can help your potential clients' lives in the long run.

*Helps clients accomplish financial objectives by assessing the financial situation.

*Developing and presenting financial solutions such as insurance and investment plans

*Educating the importance of our need and priorities in life through financial literacy

What's in it for you:

* Weekly Commissions

* Performance Bonuses

* Incentives and Recognitions

* Travel opportunities

* Time Flexibility (you can do this part time)

* Work From Home

* Manage your own time

* HMO

* Trainings

* Career Growth

Requirements:

* College Graduate

* Fresh Graduates are welcome to apply

* No work experience required

* Willing to be trained and attend online meetings and trainings

* Stable internet connection

Sun Life is the Philippine's number 1 and oldest life insurance company. We are looking for individuals who will be joining our sales agency force.
Qualifications:
College Graduate
Self motivated
Goal Oriented
Previous Finance and Sales roles is a plus

Responsibilities:
Build Clientele and sales network
Provide sound financial advise
must pass the license exams
must undergo training

This is open for full time and part time positions
this is a full commission basis position

Job Title: Financial Advisor - Sun Life

About Us:
Join our dynamic team at Sun Life and embark on a rewarding career as a Financial Advisor. Sun Life is a leading international financial services organization, committed to empowering individuals to achieve their financial goals and dreams. With a rich history spanning over 150 years, we are dedicated to helping our clients secure their financial futures.

Position Overview:
As a Financial Advisor at Sun Life, you will play a crucial role in guiding individuals and families towards financial success. This position offers an exciting opportunity to build meaningful relationships, provide expert financial advice, and make a positive impact on the lives of others.

Key Responsibilities:
Pass the Licensure exam: Financial Advisors are licensed professionals, you are expected to undergo training and pass 2 licensure exams from the Insurance Commission of the Philippines.
Financial Consultation: Conduct comprehensive financial assessments to understand clients' unique needs, goals, and aspirations.
Tailored Solutions: Develop personalized financial strategies that align with clients' objectives, incorporating Sun Life's extensive product and service offerings.
Client Relationship Management: Foster strong, long-lasting relationships with clients by providing ongoing support, regular reviews, and proactive communication.
Market Knowledge: Stay abreast of financial market trends, product updates, and industry regulations to ensure informed and effective advice.
Networking: Actively engage in networking activities to expand your client base and enhance your professional presence in the community.
Qualifications:

Licensed Financial Advisor: Hold necessary licenses and certifications to provide financial advice (Life License Qualification Program, Mutual Fund License, etc.).
Customer-Centric Approach: Demonstrate a genuine commitment to understanding and addressing clients' financial needs.
Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts in an accessible manner.
Sales Acumen: Proven ability to identify opportunities, negotiate effectively, and close sales.
Ethical Conduct: Uphold the highest standards of integrity and ethics in all client interactions.
Benefits:

Competitive compensation package with commission-based earning potential.
Comprehensive training and professional development opportunities.
Access to a range of employee benefits, including health and wellness programs.
Supportive and collaborative team environment.

URGENT HIRING
We are accepting applicants looking for a WFH or part-time job.

Requirement:
- Graduate of any 4-year course
- Preferably ages between 20-45 yrs old

Benefits:
- Monthly Income 20K-60K (part-time)
- HMO for You & Your Family
- Work From Home & Flexible Schedule
- Free Travel Incentives Local & International

JOB DESCRIPTION:

*Daily Sales Activities
*Daily Prospecting and Approaching
*Schedule Client Meetings via online or face-to-face
*Conduct Financial Needs Analysis and recommend customized solutions
*Completion of requirements for client's insurance applications
*Strengthen customer relationships through after-sales servicing

PROFESSIONAL DEVELOPMENT:

*Complete all training and development of approaching skills, sales presentation skills, closing sales, and after-sales service
*Attend trainings and activities from Prulife, Branch Meetings, Sales Team Assembly, and Unit Meetings.

QUALIFICATIONS:

*College Graduate
*Goal-Driven
*Sales background is a plus, but not required
*Willing to learn and be trained
*Committed with a high-level of discipline
*Confident in talking to different people
*Excellent communication skills
*Team player
*Willing to complete the licensing requirements of Insurance Commission (Regulating Body of the Government for Insurance, pre-need, and HMO)

PERKS and BENEFITS of a Prulife UK Financial Advisor:

*WORK FROM HOME
*Unlimited Income Potential
*Commissions
*Monthly Bonuses
*Cash incentives
*Free Domestic and International Trips
*Time FLEXIBILITY
*With Trainings and Seminars
*Health Card / HMO Subsidy
*Retirement Plan / Provident Fund