Financial Advisor
On-site · Iloilo, Western Visayas, Philippines
Job Summary
Provide financial planning services to BDO clients using BDO Life insurance plans. This role focuses on helping Filipino families achieve financial well-being through life insurance solutions, leveraging a background in sales/marketing or customer service. Requires a Bachelor's degree in any course and demonstrated ability to communicate effectively, with an empathetic, client-first approach. Emphasizes entrepreneurial spirit within a corporate life-insurance environment and a commitment to protecting clients' aspirations and employees' growth. Responsibilities include advising clients, presenting financial planning options, and building relationships to support long-term financial goals.
Required Qualifications
- A Bachelor's degree in any course
- At least one year experience in sales/marketing or customer service related fields (hotel, food & beverage, BPO, airlines, telecommunications, etc) is an advantage
- A positive aura
- Ability to express thoughts effectively and efficiently
- A deep sense of empathy towards others ("malasakit")
- Strong motivation to improve your family's lifestyle
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