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🚩 FINANCIAL ADVISORS NEEDED!
Mission: To provide financial freedom to every Filipino family through client-centered financial coaching.
☑️ Provide advice and guidance to clients regarding financial planning and portfolio management
☑️ Help clients build, diversify & monitor their wealth portfolio
☑️ Build long term relationship with clients
BE PART OF OUR TEAM and enjoy the following benefits:
📈 Training, Development & Mentoring Program
⌚ Time Freedom: Work at your own pace/flexible working hours
🤝 Environment: Professional colleagues & fun working environment
💰 Capital Support: Allowance, incentives/bonuses & travel incentives
✔️ Good communication and presentation skills
✔️ Excellent problem-solving skills
✔️ Residing/working within Metro Manila (NCR) (has no issues going to Makati office at least twice a week, after ECQ)
✔️ Work experience - Bank Branch Managers, Relationship Managers, Account/Sales Officers. Who would like to shift to the insurance industry full-time to explore opportunities with us as an independent-contracted Wealth Portfolio Manager.
✔️ We will also consider candidates from other industries- Pharmaceuticals, BPO, Premium Item Sales, Tourism/Hospitality, Education/Private School Teachers, and Real Estate.
✔️ We have the right program to help you transition from employee to entrepreneur.
Perks and Benefits
Work from Home
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