Financial Advisor

Personal Inc; Philippines; On-site; PHP 180,000 - 300,000; Full time

Job summary

Personal Inc in Antipolo, Philippines, is seeking a Financial Advisor to join our team. The role focuses on providing financial planning services to BDO Life clients and protecting financial well-being for Filipino families. Vacancy covers Cainta and Taytay, Rizal.

A Bachelor's degree and sales/customer service experience are preferred. The candidate should have a positive aura, clear communication, empathy, and strong motivation to improve family lifestyle.

Qualifications

• Bachelor’s degree in any field.
• At least 1 year experience in sales/marketing or customer service related field is a plus.
• Positive aura and good communication skills.
• Empathy and motivation to improve family’s lifestyle.

Responsibilities

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

Skills

Sales experience

Education

Bachelor's degree

Job description

Financial Advisor

Company : Personal Inc

Job Type : Full Time

Location : Antipolo, Philippines

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 Teams!

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 field (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 family's lifestyle

Vacancy is for Cainta and Taytay, Rizal.

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

About the Company

Personal Inc

Save for the future, own your dream home or simply enjoy life more with BDO Personal Banking. Learn more about our wide array of products on Savings, Loans, Investments, Insurance, and more.