Career in Financial Services Advisor

2 days ago

Mandaue City, Central Visayas, Philippines beBeeFinancial Full time ₱6,000 - ₱9,000

As a key first touchpoint for prospective clients, you will help bridge the gap between individuals seeking financial clarity and our expert team. Through thoughtful outreach and financial awareness, you'll set appointments that align client needs with our personalized services.

Key Responsibilities

  • Proactively conduct outbound outreach (calls, emails, CRM-driven communications) to potential clients.
  • Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
  • Schedule consultations with the appropriate financial advisers or coaches.
  • Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
  • Follow up with warm leads to ensure engagement and appointment attendance.
  • Collaborate across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
  • Provide a friendly, client-centric introduction to Home Advantage and what we offer.

What We're Looking For

  • Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
  • Passion for financial wellness and understanding of Kiwi retirement concerns.
  • Excellent communication skills—warm, clear, persuasive, and empathetic.
  • Proficiency with CRM tools and workflow tracking; strong organizational habits.
  • Goal-driven, with a track record of meeting outreach or booking targets.
  • Able to adapt communication to various levels of financial literacy, making concepts approachable.

Advantages & Benefits

  • Competitive hourly rates, with performance incentives tied to successful bookings.
  • Flexible work-from-home setup, with potential team workshops or collaborative sessions.
  • Training to deepen understanding of financial services, property insight, and wealth creation methods.
  • Opportunity to grow—advance into broader client-facing or advisory roles as you gain knowledge and experience.
  • Make a meaningful impact: you'll help Kiwis gain financial confidence and more secure futures.

  • Career Launchpad: Financial Advisor Role

    2 days ago

    Cebu City, Central Visayas, Philippines beBeeGrowth Full time ₱1,000,000 - ₱1,500,000

    Unlock Your PotentialAre you driven to succeed and passionate about helping others achieve financial independence?We are seeking a Financial Advisor who shares our commitment to providing world-class investment solutions, comprehensive financial services, and business acumen.Gain access to top-tier investment funds, including BlackRock and Allianz Global...

  • Bancassurance Financial Advisor

    13 hours ago

    Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full time ₱70,000 - ₱120,000 per year

    Fast-Track Your Career as a Bancassurance Financial AdvisorReady to take your sales career to the next level?Join Insular Life, the country's first and largest Filipino life insurance company, and gain exclusive access to UnionBank's premium clientele. This is your chance to represent a trusted brand, work with a top-tier bank partner, and achieve unlimited...

  • Bancassurance Sales Financial Advisor Career

    2 weeks ago

    Cebu City, Central Visayas, Philippines beBeeFinancialAdvisor Full time ₱600,000 - ₱1,200,000

    Bancassurance Sales Financial Advisor Opportunity About the Role As a Bancassurance Sales Financial Advisor, you will have the chance to elevate your skills, expand your network, and make a positive impact on people's lives. In addition, as you help others secure their future, you will also be able to achieve your own goals - unlimited variable pay, travel...

  • Financial Advisor

    1 week ago

    Cebu City, Central Visayas, Philippines Allianz PNB Life Full time ₱500,000 - ₱1,000,000 per year

    Company DescriptionAllianz PNB Life (AZPNB), operational since 2016, is a major life insurer in the Philippines and the fastest-growing in terms of premium income. We specialize in Variable Life products and offer a wide range of Life protection services for both individuals and institutions. Headquartered in Makati City, AZPNB operates 11 additional...

  • Career Advisor

    2 days ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱600,000 - ₱1,000,000

    Unlock Your Financial PotentialThis role offers the opportunity to work in a flexible and dynamic environment where your success is directly tied to your income and future. As a professional advisor, you will have access to world-class investment solutions, comprehensive financial products, and a proven business system designed to help you develop valuable...

  • Financial Advisor

    1 week ago

    Cebu City, Central Visayas, Philippines Hawk's Vanguard - Manulife Full time ₱800,000 - ₱1,200,000 per year

    About the roleAs a Financial Advisor at Hawk's Vanguard a Branch Affiliate of MANULIFE PHILIPPINES, you will play a crucial role in helping our clients achieve their financial goals. This full-time position is based in Central Visayas, and you will be responsible for providing personalized financial advice and solutions to our valued customers.What you'll be...

  • Financial Advisor

    1 week ago

    Cebu City, Central Visayas, Philippines PM Consulting Full time ₱210,000 - ₱840,000 per year

    Looking for a rewarding career that gives you income potential, flexibility, and the opportunity to help others? Join one of the top life insurance providers in the country as a Financial Advisor.Key Responsibilities:Educate clients about financial planning, insurance, and investment solutionsBuild and maintain client relationshipsConduct financial needs...

  • Service Advisor

    1 day ago

    Mandaue City, Central Visayas, Philippines Iconic Dealership, Inc. Full time $70,000 - $120,000 per year

    ABOUT THE ROLEWe are seeking an organized and detail-oriented Service Advisor. The position is primarily responsible for communicating with customers on work requests and conveying these requests to the Production Control Section to ensure that customer requirements are addressed. Markets the services offered by the Company. The position is also responsible...

  • Financial Strategic Advisor

    2 days ago

    Mandaue City, Central Visayas, Philippines beBeeFinancial Full time $7,200 - $7,800

    Senior Financial Planning ProfessionalWe are seeking a seasoned Senior Financial Planning Professional to join our Global Finance team.Key Responsibilities:* Lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.* Develop and manage the monthly forecast...

  • Virtual Financial Admin Assistant/ Associate Advisor

    1 week ago

    Cebu City, Central Visayas, Philippines Private Advertiser Full time A$45,000 - A$60,000 per year

    An Australian financial planning firm is seeking an administrative assistant to support its team of financial advisors and enhance the overall client experience. The ideal candidate will be highly organized, detail-oriented, and able to manage various tasks in a fast-paced environment.Responsibilities:Provide administrative support to the financial advisors,...