Remote Financial Planning Advisor — Flexible, Commissioned

Michael Oliver De Asis Insurance Services Inc.; Quezon City; Remote; PHP 180,000 - 300,000; Full time

Benefits offered by this job

Flexible remote work

Commission-based compensation with per

Training, licensing support, andongo

Job summary

Michael Oliver De Asis Insurance Services Inc. is seeking an individual to provide financial planning guidance to clients, help identify suitable insurance and investment solutions, and support them throughout their financial journey.

The role offers a flexible remote work arrangement, commission-based compensation with performance incentives, training, licensing support, ongoing mentorship, and opportunities for career development and advancement.

Qualifications

• Bachelor’s degree in any field (graduates or graduating students).
• Open to career shifters and entry-level applicants.
• Strong communication and interpersonal skills.
• Self-motivated and goal-oriented.
• Reliable internet/Wi-Fi connection for remote work.
• Undergraduates with 3+ years relevant work or managerial experience may be considered.
• Willing to obtain the required license from the Insurance Commission.

Responsibilities

• Build and maintain client relationships.
• Conduct financial needs analysis and present suitable solutions.
• Assist clients with policy applications and servicing.
• Participate in training and team meetings.

Skills

Communication

Interpersonal skills

Self-motivated

Goal oriented

Remote work readiness

Education

Bachelor’s degree

Job description

Michael Oliver De Asis Insurance Services Inc. is seeking an individual to provide financial planning guidance to clients, help identify suitable insurance and investment solutions, and support them throughout their financial journey.

The role offers a flexible remote work arrangement, commission-based compensation with performance incentives, training, licensing support, ongoing mentorship, and opportunities for career development and advancement.