Financial Advisor, Makati

Why Youll Love This Role

BankBased (No Fieldwork)

Weekends Off (SatSun)

Banking Hours

Leads Provided by the Branch

Get up to 32,000 Base Salary + Commissions & Bonuses

Work inside a partner bank branch, assist walkin & referred clients, and build a stable career in bancassurance and financial advisory.

About the Role

You will be assigned to a partner bank branch to assist clients with their financial needs. This role is ideal for both fresh graduates and experienced financial sales professionals seeking stable hours, strong earning potential, and clear career growth.

Key Responsibilities

• Assist walkin and referred clients inside the partner bank branch
• Conduct basic financial needs assessments
• Recommend insurance and financial solutions aligned with client goals
• Build relationships with clients and bank officers
• Support branch sales performance and achieve individual targets
• Complete documentation accurately; follow compliance guidelines

QualificationsFor Fresh Graduates / Entry Level:

• Bachelors degree (any course)
• Good communication skills
• Professional appearance
• Willing to work onsite at a bank branch

For Experienced Candidates:

Preferred backgrounds:

• Bancassurance
• Financial sales/insurance sales
• Banking sales/loans/lending
• Real estate sales
• Any clientfacing sales role
• Proven ability to hit sales targets

Role Details

• Location: Metro Manila bank branches
• Setup: On-site, bankbased
• Schedule: Banking Hours, Weekends Off
• Employment Type: Fulltime

Compensation & Benefits

• Get up to 32,000 base salary
• Commissions + performance bonuses
• 14th & 15th month pay
• Holiday pay
• HMO upon hire
• Group Life Insurance
• Retirement plan
• Rice & clothing allowance
• Company loans & assistance programs
• Christmas & birthday gifts

Why Join Us

• 100% bankbased, no fieldwork
• Leads provided no cold calling
• Structured training & certifications
• Clear promotion path within the bank partner channel
• Stable schedule + PH holidays