Financial Advisor

BDO Unibank; Caloocan; On-site; PHP 446,000 - 781,000; Full time

Benefits offered by this job

On-the-job training

Financial planning training programs

Unlimited variable pay

Exclusive events & gifts

Job summary

BDO Unibank is hiring a Life Financial Advisor to provide financial planning services to clients through BDO Life insurance products. You will help protect dreams while expanding your skills and earning potential with unlimited variable pay.

The role focuses on sales, client service, and effective communication, within a Bancassurance sales team that values empathy and a customer-first approach.

Qualifications

• Bachelor's degree in any course.
• At least one year experience in sales/marketing or customer service-related fields is an advantage.
• Positive aura and empathy towards others.
• Ability to express thoughts effectively and efficiently.

Responsibilities

• Provide financial planning services to BDO clients through BDO Life's insurance products.

Skills

Sales experience

Customer service

Effective communication

Empathy

Positive attitude

Motivation to improve family lifestyle

Education

Bachelor's degree in any course

Job description

Looking to glow up your career? You've come to the right place! As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen - unlimited variable pay, travel opportunities and rewards are just some of the exciting possibilities you can look forward to when you join our growing Bancassurance Sales Team.

Your Role

• Provide financial planning services to BDO clients through BDO Life's insurance products.

Your Must-haves

• A Bachelor's degree in any course
• At least one year experience in sales/marketing or customer service-related fields (hotel, food & beverage, BPO, airlines, telecommunications, etc.), is an advantage
• A positive aura
• Ability to express your thoughts effectively and efficiently
• A deep sense of empathy towards others ("malasakit")
• Strong motivation to improve your family's lifestyle

You Can Look Forward To

• On-the-job training and development
• Learning programs in areas of financial planning, leadership, communication & presentation, customer service and so much more, to help you reach your full potential
• Unlimited variable pay (the harder you work, the more you are rewarded)
• Recognition, exclusive events, and gifts for your milestones