Financial Advisor

Brilliant Quartz Life Insurance Agency; Pasig; Hybrid; PHP 134,000 - 268,000; Part time

Benefits offered by this job

Flexible schedule

Training and mentorship

Commission-based income

Career advancement

Professional development

Supportive team

Own client base

Job summary

Brilliant Quartz Life Insurance Agency is seeking a motivated Financial Advisor in Pasig to help individuals and families achieve their financial goals. This role blends client service, financial planning, and sales in a supportive team environment.

Open to fresh graduates or experienced professionals, the position offers flexible part-time or full-time hours, comprehensive training, and mentorship. You will build your client base through referrals and networking while receiving commission-based

Qualifications

• College graduate or college-level.
• Good communication and interpersonal skills.
• Willing to learn and be trained.
• Goal-oriented, proactive, and comfortable talking to people.

Responsibilities

• Conduct financial needs analysis and understand clients’ financial goals
• Build and maintain relationships with clients
• Recommend suitable financial solutions based on clients’ needs and priorities
• Help clients plan for protection, savings, investments, education, and retirement
• Develop and manage your own client network through referrals, networking, and social media
• Provide regular policy reviews and after-sales service to existing clients
• Attend company trainings, coaching sessions, and professional development activities
• Work collaboratively with the team while managing your own schedule and client activities

Skills

Communication skills

Interpersonal skills

Sales aptitude

Education

College degree or college-level

Job description

Hybrid - Pasig No Exp Required Bachelor Part-time

Job Description

Insurance Health & Wellness

Health Insurance, Life Insurance

Retirement Plan

Work-Life Balance

Flexible Hours, Work from Home

About the Role

We are looking for motivated and people-oriented individuals who are interested in building a career in financial services. As a Financial Advisor, you will help individuals and families make informed financial decisions and work toward their financial goals.

Key Responsibilities:

• Conduct financial needs analysis and understand clients’ financial goals
• Build and maintain relationships with clients
• Recommend suitable financial solutions based on clients’ needs and priorities
• Help clients plan for protection, savings, investments, education, and retirement
• Conduct client presentations and financial planning discussionsDevelop and manage your own client network through referrals, networking, and social media
• Provide regular policy reviews and after-sales service to existing clients
• Attend company trainings, coaching sessions, and professional development activities
• Work collaboratively with the team while managing your own schedule and client activities

What We're Looking For:

• College graduate or college-level
• Open to both fresh graduates and experienced professionals
• Good communication and interpersonal skills
• Willing to learn and be trained
• Goal-oriented, proactive, and comfortable talking to people
• Sales, marketing, customer service, teaching, healthcare, accounting, or business experience is a plus
• No prior financial advisory experience required

What We Offer:

• Flexible work arrangement - part-time or full-time
• Comprehensive training and mentorship
• Commission-based income with incentives and bonuses
• Opportunity for career advancement and leadership
• Professional development and continuous learning
• Supportive team environment
• Opportunity to build your own client-based practice

HR Manager Brilliant Quartz Life Insurance Agency