Financial Advisor

Company Description

Manulife Philippines, a subsidiary of Manulife Financial Corporation, began operations in 1907 and has since become a leading life insurance company in the Philippines. As part of one of the world's largest life insurance groups by market capitalization, the company provides comprehensive insurance and financial services to over 2.3 million customers nationwide. Headquartered in Makati, Manulife Philippines boasts a robust team of over 600 employees and nearly 11,000 licensed financial advisors as of December 31, 2024. The organization is committed to empowering individuals to achieve their financial goals while delivering innovative solutions tailored to customer needs.

Role Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

This is a commission based hybrid work. Work on your preferred time and day.

Rewarding commissions and incentives are waiting for performing candidates.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• Industry experience is a PLUS
• Strong understanding of the investment business
• Excellent interpersonal skills
• Coachable
• Can work with less supervision
• With existing high value network is a PLUS
• Willing to take the insurance licensing exam
• With existing insurance license is a PLUS