
WFH Financial Consultant
6 days ago
We are seeking a highly motivated and results-driven Licensed Financial Consultant to join our team. The primary responsibility is to serve as a trusted partner to clients, guiding them in achieving their financial security and long-term goals.
Key Responsibilities:
- Client Needs Assessment: Conduct thorough financial needs analyses to understand clients' current situations, risk tolerance, and long-term objectives.
- Solution Recommendation: Recommend and customize suitable insurance, investment, and wealth management solutions.
- Quotation and Policy Explanation: Provide accurate product quotations and clearly articulate policy terms, conditions, and benefits to ensure client understanding and satisfaction.
- Relationship Management: Build and maintain strong, lasting relationships with clients through exceptional service and regular financial reviews.
Compensation and Benefits
This role is designed to reward high performance and offers a pathway to significant financial growth.
- Competitive Earning Potential: Access a strong commission structure with the potential to earn Php 5,000–10,000 weekly during the initial phase.
- Performance Incentives: Benefit from quarterly bonuses, cash incentives, and performance-based supplemental pay.
- All-Expense-Paid Travel: High performers are rewarded with incentive trips to local and international destinations (e.g., Asia, Europe, U.S., Japan).
- Health and Security: Receive comprehensive HMO and Group Life Insurance coverage.
- Flexible Work Arrangement: Enjoy a hybrid setup with remote work options (WFH) and the freedom to set your own schedule for optimal work-life balance.
- Professional Development: Gain access to continuous specialized training, dedicated mentorship, and clear career advancement opportunities.
Qualifications
- Education: Bachelor's degree (4-year program) from an accredited university.
- Experience: No prior financial services experience required; fresh graduates are strongly encouraged to apply.
- Licensure: Must be willing to successfully complete the required licensure examinations administered by the Insurance Commission (paid training provided).
- Technical: Access to a personal laptop or tablet is required.
- Location: Must be a Filipino citizen currently based in Metro Manila.
Employment Details
- Job Types: Full-time and Part-time
- Expected Weekly Commitment: At least 15 hours per week (flexible and self-directed).
- Supplemental Pay: Commission Pay, Performance Bonus, Quarterly Bonus.
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