Financial Advisor [Philippines]


 

Financial Advisor

Job Description:

  • Market Research
  • Market Analysis
  • Recruit and solicit clients
  • Assess clients’ needs and goals
  • Recommend strategies
  • Execute strategies
  • Monitor accounts
  • Identify new opportunities
  • Follow Securities and Exchange Commission and Insurance Commission regulations

Requirements:

  • Bachelor Degree in Business, Finance or related field
  • 1-2 years of sales experience is a plus
  • Traditional and Variable license
  • Knowledge in Mutual Fund, securities and Insurance industries
  • Proficient in Outlook, Word, Excel and Powerpoint is an advantage

Part- Time hours: 15 per week

Job Types: Full-time, Part-time, Commission, Fresh Grad

Salary: Php35,000- Php100,000 per month

Benefits:

  • Company events
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid training
  • Work from Home
  • Quarterly Bonus
  • Local & International trips
  • Monthly incentives
  • Savings Fund

Job Types: Full-time, Part-time, OJT (On the job training), Fresh graduate
Contract length: 12 months
Part-time hours: 15-40 per week

Salary: Php35,000.00 - Php100,000.00 per month

Benefits:

  • Company events
  • Flexible schedule
  • Flextime
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Work from home

Schedule:

  • Flextime

Supplemental pay types:

  • Commission pay
  • Performance bonus
  • Quarterly bonus


 

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