Part-Time Financial Advisor

Global Amazonite Branch - Donna Rose Ocampo; Philippines; Hybrid; PHP 60,000 - 120,000; Part time

Job summary

Global Amazonite Branch - Donna Rose Ocampo is seeking motivated individuals for a Part-Time Financial Advisor role to help clients with financial planning, protection, and long-term goals.

The position offers a flexible schedule, comprehensive training, mentorship, career development, and incentives based on performance. No prior insurance experience required.

Join a supportive team and build your own client network while enhancing sales and relationship skills.

Qualifications

• Bachelor's degree or 4-year course completed.
• Strong communication and interpersonal skills.
• Willing to learn and undergo training.
• Goal-oriented and self-motivated attitude.
• Comfortable interacting with diverse people.

Responsibilities

• Conduct financial needs analysis and client consultations
• Educate clients about financial planning and protection
• Recommend appropriate financial solutions based on client needs
• Build and maintain long-term client relationships
• Develop and manage your own client network
• Attend training, coaching, and team development sessions
• Participate in recruitment and business-building activities

Skills

Good communication and interpersonal

Willing to learn and undergo training

Goal-oriented and self-motivated

Comfortable interacting with different

No prior insurance experience required

Education

Bachelor's degree or 4-year course

Job description

We are looking for motivated and goal-oriented individuals to join our growing team as Part-Time Financial Advisors.

This opportunity is ideal for professionals, entrepreneurs, freelancers, career shifters, and individuals who want to build an additional source of income while developing skills in financial planning, sales, and client relationship management.

As a Financial Advisor, you will help individuals and families understand their financial needs and provide solutions aligned with their protection, savings, and long-term financial goals.

Responsibilities:

• Conduct financial needs analysis and client consultations
• Educate clients about financial planning and protection
• Recommend appropriate financial solutions based on client needs
• Build and maintain long-term client relationships
• Develop and manage your own client network
• Attend training, coaching, and team development sessions
• Participate in recruitment and business-building activities

Qualifications:

• Bachelor's degree or 4-year course College graduate
• Good communication and interpersonal skills
• Willing to learn and undergo training
• Goal-oriented and self-motivated
• Comfortable interacting with different types of people
• No prior insurance experience required

What we offer:

• Part-time and flexible work arrangement
• Comprehensive training and mentorship
• Career development and leadership opportunities
• Performance-based incentives
• Opportunity to build your own client-based business
• Supportive team and coaching environment

Compensation: Commission-based. Earnings depend on individual performance and production.

Shortlisted applicants will be invited to a Career Orientation via Zoom, where we will discuss the role, compensation structure, training program, career opportunities, and other details about the position.

Schedule: TBD

Platform: Zoom