Business Development and Onboarding Officer

13 hours ago

Ortigas, Philippines COL Investment Management, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

About the Company

COL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.

Job Description:

  • Identifies and connects with potential agents from industries like insurance, banking, and real estate
  • Manages the complete onboarding process including screening, documentation, and training
  • Coordinates with internal teams like compliance, legal, training, and operations
  • Tracks onboarding progress and supports agents in getting ready to sell
  • Leads info sessions and presentations to introduce our agency model
  • Builds and maintains a pipeline of gent prospects through various channels
  • Prepares progress updates and reports for management
  • Conducts interviews and screening when needed
  • Takes on other tasks that support recruitment and onboarding goals

Job Requirements:

  • Bachelor's degree in Business Administration, Marketing, Management, or any related field
  • At least 2–5 years of experience in sales-driven industries such as insurance, banking, real estate, recruitment, agency distribution, or financial services is preferred
  • Relevant certifications such as CUSP, CIS, or CSR are preferred but not required
  • Excellent verbal and written communication skills, with strong facilitation and presentation abilities
  • Organized, reliable, and results-oriented
  • Proficient in MS Office (Word, Excel, PowerPoint); familiarity with basic graphic design or presentation tools is a plus
  • Must demonstrate initiative, professionalism, and a genuine interest in enabling the success of others

Job Type: Full-time

Work Location: In person

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