Remote Financial Advisor - Flexible Hours & Commission

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 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