Financial Advisor

Date PostedSeptember 20, 2026LocationpasigCompanyBrilliant Quartz Life Insurance AgencySalary₱15-100KTypePart-time

Job Summary

We are looking for motivated individuals to build a career in financial services as a Financial Advisor. You will help clients make informed financial decisions and work toward their financial goals. We offer flexible work arrangements, comprehensive training, and commission-based income with incentives.

Responsibilities

  • Conduct financial needs analysis and understand clients’ goals
  • Recommend suitable financial solutions and planning
  • Develop and manage client network and relationships

Required Skills

  • Good communication and interpersonal skills
  • Goal-oriented and proactive
  • Willing to learn and be trained

Job Details

About the Role We are looking for motivated and people-oriented individuals who are interested in building a career in financial services. As a Financial Advisor, you will help individuals and families make informed financial decisions and work toward their financial goals. Key Responsibilities: - Conduct financial needs analysis and understand clients’ financial goals - Build and maintain relationships with clients - Recommend suitable financial solutions based on clients’ needs and priorities - Help clients plan for protection, savings, investments, education, and retirement - Conduct client presentations and financial planning discussions - Develop and manage your own client network through referrals, networking, and social media - Provide regular policy reviews and after-sales service to existing clients - Attend company trainings, coaching sessions, and professional development activities - Work collaboratively with the team while managing your own schedule and client activities What We’re Looking For: - College graduate or college-level - Open to both fresh graduates and experienced professionals - Good communication and interpersonal skills - Willing to learn and be trained - Goal-oriented, proactive, and comfortable talking to people - Sales, marketing, customer service, teaching, healthcare, accounting, or business experience is a plus - No prior financial advisory experience required What We Offer: - Flexible work arrangement – part-time or full-time - Comprehensive training and mentorship - Commission-based income with incentives and bonuses - Opportunity for career advancement and leadership - Professional development and continuous learning - Supportive team environment - Opportunity to build your own client-based practice