Financial Advisor

AAA Legacy Group (Manulife Agency); Cavite City; Hybrid; PHP 167,000 - 335,000; Full time

Benefits offered by this job

Training program

Mentorship

Job summary

A leading financial services firm is seeking motivated individuals for a hybrid role in Cavite. The position doesn't require prior experience, making it ideal for fresh graduates or those looking for a career shift. Key responsibilities include engaging with clients to assess their financial goals and proposing tailored investment solutions. Comprehensive training and mentorship are provided, allowing you to build lasting client relationships and achieve performance targets for commissions and bonuses.

Qualifications

• No prior experience required, ideal for fresh graduates or career shifters.
• Strong communication and interpersonal skills for client engagement.
• Ability to develop customized financial strategies.

Responsibilities

• Meet clients to understand financial goals.
• Assess current financial situations and provide tailored strategies.
• Prospect for new clients and achieve performance targets.
• Offer Manulife life and health insurance products, savings plans, and investment options.
• Prospect and acquire new clients and strive to meet performance targets for commissions and incentives.
• Provide after-sales service including policy reviews, renewals, and claims assistance; monitor progress and adjust strategies.

Skills

Client relationship building

Financial assessment

Sales proficiency

Communication

Education

Diploma

Job description

Hybrid - Cavite No Exp Required Diploma Full-time

Job Description

Work Setup: 100% Flexible – Remote, Hybrid, or Face-to-Face

Income Type: Results-Based

Whether you’re a fresh graduate, career shifter, parent seeking additional income, or someone ready for a professional reset, we provide world‑class training, mentorship, and proven systems to help you succeed — even with zero prior experience.

Client Engagement

• Meet with individuals, families, and businesses to understand their financial goals
• Build long‑term client relationships based on trust and professional guidance
• Assess clients’ current financial situations
• Develop tailored strategies for retirement planning, education funding, estate planning, and wealth management

Insurance and Investment Solutions

• Offer Manulife’s life and health insurance products, savings plans, and investment solutions
• Recommend policies and investment options aligned with client needs

Sales and Business Development

• Prospect and acquire new clients
• Achieve performance targets to qualify for commissions, bonuses, and incentives

Ongoing Client Support

• Provide after‑sales service, including policy reviews, renewals, and claims assistance
• Monitor clients’ financial progress and adjust strategies as needed