Client Financial Support Consultant

2 weeks ago

Marikina City, National Capital Region, Philippines Michael Oliver De Asis Insurance Services Inc. Full time ₱250,000 - ₱500,000 per year
Client Financial Support Consultant (Remote – Flexible Hours)

Are you looking for a role where you can create meaningful impact while enjoying flexibility and professional growth? We are expanding our team and inviting motivated individuals to build a fulfilling career in financial consulting.


About the Opportunity

This role involves guiding individuals and families in making informed financial decisions. You will receive training, tools, and continuous support to help you confidently discuss protection, savings, and financial wellness solutions.

This position is suitable for those seeking part-time or full-time income, career shifters, and fresh graduates exploring a long-term professional path.


Key Responsibilities

You will be trained to:

• Conduct financial needs discussions with clients to understand their goals

• Introduce suitable financial wellness and protection programs

• Provide ongoing client support, guidance, and periodic financial reviews

• Participate in training sessions for skill-building and product knowledge

• Uphold compliance and ethical standards of the financial services industry


Qualifications

Ideal candidates:

• Hold a Bachelor's degree (any 4-year course)

• Reside within Luzon

• Are proactive, service-oriented, and eager to learn

• Can work independently while collaborating with a team when needed

• No background in sales or finance required (training provided)

• Not connected to multi-level marketing organizations


What You'll Gain


• Remote work arrangement with flexible scheduling

• Performance-based rewards and recognition programs

• Learning pathways, mentoring, and certification opportunities

• Health and group protection benefits (upon qualification)

• Travel experiences for learning and leadership programs

• Clear advancement and leadership career tracks


If you want a career that offers flexibility, growth, and the chance to help others build financial confidence, we encourage you to apply.

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