Financial Advisor

Life Saverz; Quezon City; On-site; PHP 223,200 - 558,000; Full time

Benefits offered by this job

High earning potential through commissions

Flexible working hours

Career advancement opportunities

Travel incentives

Job summary

A financial services company in Quezon City seeks a Financial Advisor to conduct financial needs analysis and offer personalized financial advice. Responsibilities include building long-term client relationships and meeting sales targets. Ideal candidates are goal-driven, communicative, and eager to learn. This position offers a competitive income range of ₱20,000 – ₱50,000 or more, with flexible working hours and career advancement opportunities.

Qualifications

• Bachelor’s degree in any field (fresh graduates are welcome to apply).
• Strong interpersonal and communication skills.
• Goal-driven, confident, and eager to help others.

Responsibilities

• Conduct financial needs analysis to understand clients’ goals.
• Provide personalized financial advice on protection and retirement.
• Build and maintain long-term client relationships.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Goal-driven

Passion for helping others

Education

Bachelor's degree

Job description

• Conduct financial needs analysis to understand clients’ goals and recommend suitable insurance and investment solutions.
• Provide personalized financial advice on protection, savings, and retirement planning.
• Build and maintain long‑term relationships with clients through consistent follow‑ups and excellent service.
• Meet and exceed sales and performance targets set by the unit.
• Continuously upgrade knowledge on Manulife products, market trends, and financial planning strategies.
• Participate in team trainings, meetings, and workshops for professional development.

Qualifications:

• Bachelor’s degree in any field (fresh graduates are welcome to apply).
• Preferably with experience in sales, customer service, or marketing.
• Strong interpersonal and communication skills.
• Goal‑driven, confident, and passionate about helping others.
• Willing to be trained and licensed under Financial Advisor Certification Program.

What We Offer:

• High earning potential through commissions (30–40%) and performance bonuses.
• Monthly income range: ₱20,000 – ₱50,000 or more (performance‑based).
• Flexible working hours and the option to work remotely or on‑site.
• Career advancement opportunities (Financial Advisor → Unit Head → Branch Manager).
• Travel incentives, recognition awards, and leadership development programs.
• Opportunity to make a meaningful impact by helping Filipinos achieve financial freedom.