Financial Advisor

Manulife Philippines; Makati; On-site; PHP 180,000 - 340,000; Full time

Job summary

Manulife Philippines is seeking a Financial Advisor for a Part Time/Full Time, work-from-anywhere role within its agency sales team. This contract position focuses on providing clients with comprehensive financial guidance and solutions.

Day-to-day duties include prospecting and approaching potential clients, assessing financial goals and risk profiles, presenting insurance and investment options, and developing personalized retirement plans.

Qualifications

• Effective communication and interpersonal skills to build trust and explain recommendations.
• Strong analytical, problem-solving and numerical abilities with attention to detail for remote work.
• Experience in financial services, insurance or wealth management is advantageous but not required.

Responsibilities

• Prospect and approach potential clients and assess their financial goals and risk profiles.
• Present suitable insurance and investment options and develop personalized retirement plans.
• Conduct regular portfolio reviews and monitor market developments to suggest adjustments.
• Build long-term client relationships, prepare clear documentation, and coordinate with internal teams for timely processing.

Skills

Communication skills

Analytical skills

Remote work capability

Interpersonal skills

Attention to detail

Education

Finance or business degree (advantageous)

Job description

Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia and primarily as John Hancock in the United States. The company delivers financial advice, insurance, and health solutions for individuals, groups, and businesses, as well as global investment solutions and retirement plan services through Manulife Wealth & Asset Management. With more than 37,000 employees, over 106,000 agents, and extensive distribution partnerships, Manulife serves over 37 million customers in 25 markets worldwide, including the Philippines. Manulife is publicly traded on major stock exchanges in Toronto, New York, the Philippines, and Hong Kong, underscoring its stability and global reach. Additional information about Manulife’s services and markets is available at manulife.com .

Role Description

This Part Time/Full Time Financial Advisor role at Manulife Philippines is a work-from-anywhere opportunity under its agency sales team. It is a contract position focused on providing clients with comprehensive financial guidance and solutions. Day-to-day responsibilities include prospecting and approaching potential clients, assessing clients’ financial goals and risk profiles, presenting suitable insurance and investment options, and developing personalized financial and retirement plans. The Financial Advisor will conduct regular reviews of client portfolios, monitor market developments, and recommend adjustments to help clients stay on track with their objectives. The role also involves building and maintaining long-term client relationships, preparing clear documentation and reports, and coordinating with internal teams to ensure accurate and timely processing of client transactions and inquiries.

Qualifications

• Candidates should possess effective communication and interpersonal skills to build trust, present recommendations, and handle client questions professionally.
• Candidates should possess strong analytical, problem-solving, and numerical skills, with attention to detail and the ability to work independently in a remote setting.
• Relevant experience in financial services, insurance, or wealth management, and professional certifications or a degree in finance, business, or a related field are advantageous, but are not required.