Part-Time Financial Advisor: Flexible Hybrid, Commission

One Apex Financial Planners; Makati; Hybrid; PHP 223,000 - 558,000; Part time

Benefits offered by this job

Complete training & licensing support

Flexible hybrid work setup

Uncapped commission and bonuses

Ongoing coaching and mentorship

Modern tools and team support

Job summary

A leading financial services company is seeking a Part-Time Financial Advisor to help clients achieve their financial goals. This hybrid role allows for both work from home and office interactions in Makati. With a commission-based compensation structure, candidates will receive full training and licensing support. Ideal applicants are 4-year graduates with sales or people skills who can engage effectively about finances. This role offers a dynamic team environment and ample professional development opportunities.

Qualifications

• Must have a 4-year graduate degree and be based in the Philippines.
• Ready for work-from-home with a good device and internet.
• Able to invest in licensing and onboarding.
• Coachable with a positive attitude.
• Available for flexible hours and trainings in Makati.

Responsibilities

• Conduct client consultations to analyze financial goals.
• Design personalized insurance and investment plans.
• Manage a portfolio of clients and provide long-term guidance.
• Use social media and networking to reach potential clients.
• Attend team huddles and skill-building sessions.

Skills

Sales skills

People skills

Comfort discussing money

Active on social media

Education

4-year degree

Job description

A leading financial services company is seeking a Part-Time Financial Advisor to help clients achieve their financial goals. This hybrid role allows for both work from home and office interactions in Makati. With a commission-based compensation structure, candidates will receive full training and licensing support. Ideal applicants are 4-year graduates with sales or people skills who can engage effectively about finances. This role offers a dynamic team environment and ample professional development opportunities.