Financial Wellness Advisor: Life Insurance & Planning

BDO Unibank, Inc.; Makati; On-site; PHP 240,000 - 420,000; Full time

Job summary

BDO Life Assurance Company, Inc. is seeking energetic individuals in Makati to join the Life Sales Team. You will provide financial planning for clients, leveraging BDO Life insurance products to protect families and enhance financial well‑being.

The ideal candidate has a Bachelor's degree and at least one year in sales, marketing or customer service, with strong communication skills and a genuine empathy for people.

Qualifications

• Bachelor's degree in any field.
• At least one year experience in sales/marketing or customer service.
• Strong communication and empathy toward clients.

Responsibilities

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

Skills

Communication

Empathy

Goal oriented

Education

Bachelor's degree

Job description

BDO Life Assurance Company, Inc. is seeking energetic individuals in Makati to join the Life Sales Team. You will provide financial planning for clients, leveraging BDO Life insurance products to protect families and enhance financial well‑being.

The ideal candidate has a Bachelor's degree and at least one year in sales, marketing or customer service, with strong communication skills and a genuine empathy for people.