Financial Advisor / Insurance & Investment Specialist

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:
* College 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

Perks & Benefits:
* 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