Financial Advisor

BDO Unibank, Inc.; Parañaque; On-site; PHP 279,000 - 558,000; Full time

Job summary

BDO Unibank, Inc. is seeking a Life Sales Team member to provide financial planning services to BDO clients using BDO Life insurance plans. The role emphasizes empathy and client-focused advisory work, helping families secure financial well-being.

Ideal candidates have a Bachelor's degree and at least one year in sales, marketing, or customer service, plus strong communication and genuine care for client outcomes.

Qualifications

• Bachelor's degree in any course.
• At least 1 year experience in sales/marketing or customer service related fields.
• 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.

Responsibilities

• Provide financial planning services to BDO clients using BDO Life insurance plans.

Skills

Sales experience

Communication

Empathy

Motivation

Effective thinking

Education

Bachelor's degree

Job description

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Business Unit: BDO Life Assurance Company, Inc.

Department:

Are you looking for an entrepreneurial type of career in corporate world through life insurance sales?

Are you after a financially-rewarding and noble career by protecting the financial well-being of Filipino families?

Then join our growing BDO Life Sales Team!

Your role:

Provide financial planning services to BDO clients using BDO Life insurance plans.

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

Here at BDO Life, we protect not only the aspirations of our clients, but our employees as well.

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. ® All Rights Reserved.