Financial Advisor

BDO Unibank; Quezon City; On-site; PHP 300,000 - 420,000; Full time

Job summary

BDO Unibank is seeking a proactive sales-oriented professional to deliver financial planning services to clients using BDO Life insurance plans. The role emphasizes empathy, clear communication, and helping Filipino families achieve better financial security.

Candidates with at least one year in sales, marketing, or customer service will be favored. A Bachelor's degree in any field is required, and enterprise growth is supported by a noble, rewarding career path.

Qualifications

• Bachelor's degree in any course.
• At least 1 year of sales/marketing or customer service experience is a plus (hotel, F&B, BPO, airlines, telecom).
• Ability to express thoughts clearly and effectively.
• Deep empathy towards others (malasakit).
• Strong motivation to improve family lifestyle.

Responsibilities

• Provide financial planning services to BD0 clients using BD0 Life insurance plans.

Skills

Empathy

Communication

Motivation to improve family lifestyle

Education

Bachelor's degree

Job description

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Quezon City, National Capital Region, PH

Business Unit: BDO Life Assurance Company, Inc.

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
• 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.