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NextGen Financial Advisor (Hybrid/WFH) in Bel-Air - Image 1
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NextGen Financial Advisor (Hybrid/WFH), Makati

NextGen Financial Advisor (Hybrid/WFH), Makati
Description
  • Make a Difference in People's Lives: Empower Filipinos to achieve financial security and prosperity. Join our Part-Time or Full-Time program, with a monthly activity bonus on top of commission and other performance-based rewards. Enjoy the opportunity to earn uncapped commission while working on your own schedule.
  • A Career That Takes You Places: Earn free travel incentives as a reward for your efforts. Travel rewards for 2024 include local destinations like Palawan and international trips to Paris, Beijing, and Inner Mongolia.
  • Build Expertise in Financial Planning: Gain access to a team of experienced trainers and field practitioners, with training provided at no cost to you.

Job Description:

Benefits:

  • Monthly Performance Incentives: Join our Part-Time or Full-Time programs with generous support packages.
  • Standard Financial Advisor: Option to join as a regular advisor with commission, bonuses, and additional incentives.
  • Next Gen Advisor Program (Part-Time with Performance Incentives): This program provides a Php 20,000 monthly activity bonus for 12 months, on top of commissions and other bonuses, to help you jump-start your career.
  • Next Gen Advisor Elite (Full-Time with Performance Incentives): Receive Php 40,000 to Php 60,000 in monthly activity bonuses for 12 months, in addition to commissions and other bonuses, to fast-track your success.
  • Additional Earnings:
  • First-year and renewal commissions
  • Quarterly bonuses
  • Additional income opportunities through advisor referrals
  • Local and international travel incentives
  • Work from home with a digital office setup
  • Access to world-class training
  • Opportunity for career advancement to managerial roles

Whats in it for you? Build a rewarding business, develop your skills, and embark on a new adventure while becoming the best version of yourself.

Responsibilities:

  • Educate:
  • Conduct financial planning sessions and provide tailored solutions to clients in areas such as life insurance protection, health coverage, HMO (Medicard), education/retirement planning, investments, and savings.
  • Build and manage a client base through acquiring new accounts and providing ongoing service.
  • Attend training sessions, seminars, and team meetings to improve your knowledge and skills.
  • Foster long-term relationships with clients by offering excellent service.
  • Expand:
  • Invite colleagues and friends to join the program.
  • Potentially grow into a leadership role by becoming a Manager of Managers.

Basic Requirements:

  • Must have stable Wi-Fi and a reliable internet connection.
  • Willingness to attend a mix of online and in-person training and financial literacy seminars.
  • A bachelor's degree in any field (open to fresh graduates).
  • Experience as a sales manager in any industry is a plus, but not required.
  • Passion for promoting financial literacy.
  • Self-motivated and proactive in personal growth.
  • Strong communication, presentation, and interpersonal skills.
  • Mission-driven, hardworking, and goal-oriented.

Job Type: Full-time


Benefits:

  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Promotion to permanent employee
  • Work from home

Schedule:

  • Day shift

Supplemental Pay:

  • Bonus pay
  • Commission pay
  • Performance bonus
  • Tips
  • Yearly bonus
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NextGen Financial Advisor (Hybrid/WFH) has been posted in the Manila Accounting, Financing & Banking category on Locanto.

If you’re looking for something similar, check out Insurance Agent, Manila, Sales and Accounts Supervisor, Makati or Finance Director in Quezon, also posted in Accounting, Financing & Banking. Right now, there are 806 classified ads in Accounting, Financing & Banking in Manila on Locanto.

You can find the Accounting, Financing & Banking category under Jobs. Want something else? Check out the related categories Labor, Retail, Food & Wholesale and BPO & KPO Manila.

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