Financial Advisor

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


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.


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