Part Time/Full Time Financial Advisor

Manulife Philippines; Makati; Remote; PHP 300,000 - 600,000; Part time

Job summary

Manulife Philippines is seeking a Part-Time/Full-Time Financial Advisor for a remote contract role. You will provide clients with comprehensive financial guidance, assess goals, and present insurance and investment options. The role involves developing personalized plans and maintaining client relationships.

The position is commission-based, with potential for base remuneration in some arrangements. Candidates with finance-related education or certifications are advantageous, and remote work

Qualifications

• Clear communication and interpersonal skills to build trust with clients and explain options.
• Strong analytical, problem-solving and numerical abilities with attention to detail.
• Finance/insurance/wealth management background is advantageous but not required.

Responsibilities

• Prospect and approach potential clients remotely or in flexibly scheduled meetings.
• Assess clients' financial goals and risk profiles to tailor guidance.
• Present suitable insurance and investment options to clients.
• Develop personalized financial and retirement plans for clients.
• Conduct regular portfolio reviews and monitor market developments.
• Coordinate with internal teams to process client transactions and inquiries.
• Build and maintain long-term client relationships with clear documentation and reporting.

Skills

Effective communication

Interpersonal skills

Analytical skills

Problem-solving

Numerical skills

Detail-oriented

Independent remote work

Education

Finance degree or related field

Job description

Manulife Financial Corporation is a leading international financial services provider headquartered in Toronto, Canada, operating as Manulife across Canada and Asia and primarily as John Hancock in the United States. The company delivers financial advice, insurance, and health solutions for individuals, groups, and businesses, as well as global investment solutions and retirement plan services through Manulife Wealth & Asset Management. With more than 37,000 employees, over 106,000 agents, and extensive distribution partnerships, Manulife serves over 37 million customers in 25 markets worldwide, including the Philippines. Manulife is publicly traded on major stock exchanges in Toronto, New York, the Philippines, and Hong Kong, underscoring its stability and global reach. Additional information about Manulife’s services and markets is available at manulife.com.

Role Description

This Part Time/Full Time Financial Advisor role at Manulife Philippines is a remote, contract position focused on providing clients with comprehensive financial guidance and solutions. Day-to-day responsibilities include prospecting and approaching potential clients, assessing clients’ financial goals and risk profiles, presenting suitable insurance and investment options, and developing personalized financial and retirement plans. The Financial Advisor will conduct regular reviews of client portfolios, monitor market developments, and recommend adjustments to help clients stay on track with their objectives. The role also involves building and maintaining long‑term client relationships, preparing clear documentation and reports, and coordinating with internal teams to ensure accurate and timely processing of client transactions and inquiries.

Qualifications

• Candidates should possess effective communication and interpersonal skills to build trust, present recommendations, and handle client questions professionally.
• Candidates should possess strong analytical, problem‑solving, and numerical skills, with attention to detail and the ability to work independently in a remote setting.
• Relevant experience in financial services, insurance, or wealth management, and professional certifications or a degree in finance, business, or a related field are advantageous, but are not required.

Your skills and experience can help you succeed as a Part-Time/Full-Time Financial Advisor at Manulife Philippines. Join our growing team. It's commission-based, but worth it!