Remote Financial Advisor: Wealth & Retirement Planning

Manulife Philippines; Makati; On-site; PHP 180,000 - 340,000; Full time

Job summary

Manulife Philippines is seeking a Financial Advisor for a Part Time/Full Time, work-from-anywhere role within its agency sales team. This contract position focuses on providing clients with comprehensive financial guidance and solutions.

Day-to-day duties include prospecting and approaching potential clients, assessing financial goals and risk profiles, presenting insurance and investment options, and developing personalized retirement plans.

Qualifications

• Effective communication and interpersonal skills to build trust and explain recommendations.
• Strong analytical, problem-solving and numerical abilities with attention to detail for remote work.
• Experience in financial services, insurance or wealth management is advantageous but not required.

Responsibilities

• Prospect and approach potential clients and assess their financial goals and risk profiles.
• Present suitable insurance and investment options and develop personalized retirement plans.
• Conduct regular portfolio reviews and monitor market developments to suggest adjustments.
• Build long-term client relationships, prepare clear documentation, and coordinate with internal teams for timely processing.

Skills

Communication skills

Analytical skills

Remote work capability

Interpersonal skills

Attention to detail

Education

Finance or business degree (advantageous)

Job description

Manulife Philippines is seeking a Financial Advisor for a Part Time/Full Time, work-from-anywhere role within its agency sales team. This contract position focuses on providing clients with comprehensive financial guidance and solutions.

Day-to-day duties include prospecting and approaching potential clients, assessing financial goals and risk profiles, presenting insurance and investment options, and developing personalized retirement plans.