Job Description

  • Maintains a healthy prospect bank by building stable referral channels and strong partnerships to ensure constant flow of sales
  • Proactively approaches prospective clients through face-to-face invitations, online messaging tools, or doing call-outs to secure appointments on a regular and constant basis
  • Conducts needs-based interviews to clients to uncover meaningful information and provide sound and holistic financial advice to help clients achieve their short-term and long-term financial goals
  • Analyzes financial data received from clients to develop financial management strategies and to provide a comprehensive plan that best suits client’s needs
  • Provides thorough discussion on the different financial solutions on investment, estate planning, protection, education, and investment and guides clients in making an informed decision
  • Ensures customer’s complete understanding of their major financial decision and discusses their full responsibility over the plan
  • Assists clients on any plan-related transactions and gives prompt and accurate response to client’s inquiries
  • Must be willing to learn and adapt to the ever changing financial needs of clients
  • Meets the key performance indicators specified by the company including production and persistency


  • Flexible working hours
  • High Potential Income (write your own paycheck)
  • Earn up to 12 months bonus (Monthly Bonus)
  • Fast career growth
  • Travel around the world free w/ VIP accommodation
  • Get awards and recognition


  • Bachelor’s Degree in business, finance or related field
  • Open to graduating students
  • Part time/Full time
  • Goal orientated
  • With good moral character
  • Coachable

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Company Information


31F, Yuchengco Tower 1, RCBC Plaza, 6819 Ayala Ave, Makati City