VIRTUAL FINANCIAL ADVISOR IN PHILIPPINES

Qualifications:

College Graduate - minimum 4yr course
20-35 yrs old
No experience required
Willing to be trained
Metro Manila Based Preferably
Stable internet connection

What's in it for you?

Competitive and high commissions (Weekly payout via BPI bank)
Free travel incentives – local and international
Collaborative and supportive work environment
Work from home set up
Flexible Time No Fixed Time
Free HMO
Free Trainings


Job Description

* Analyze clients’ financial status and recommend appropriate financial products and services.
* Provide expert advice on investment strategies, retirement planning, insurance, estate planning, and tax-efficient strategies.
* Identify and pursue new business opportunities through networking, referrals, and community engagement.
* Ensure all client documentation and transactions comply with company policies and regulatory standards.
* Participate in ongoing professional development and training programs.
* Stay current with financial markets, products, industry trends, and regulations.

30 mins Zoom interview is required.