Part-Time Financial Advisor
Part-time
One Apex Financial Planners
Job Title: Part-Time Financial Advisor (Flexible, Hybrid)
Company: FWD Life Philippines - One Apex Branch
Location: One Ayala, Makati (Work From Home + Office)
Schedule: Part-Time, Flexible (15-20 hours/week)
Compensation: Commission-Based + Cash Incentives
About the Role:
Start a rewarding career in financial planning. Get full training, obtain your licenses, and learn a proven system to help clients achieve their goals. Build your own practice with our support.
You Are:
- A 4-year graduate based in the Philippines.
- WFH-ready (good device & internet).
- Able to invest in your licensure & onboarding.
- Coachable with a positive attitude.
- Available for flexible hours and required trainings/meetings in Makati.
A Plus If You:
- Have sales or people skills.
- Can talk comfortably about money.
- Live near Makati.
- Are interested in finance.
- Are active on social media.
Our Team is STRCT:
- Strategic with proven systems.
- Trustworthy and ethical.
- Relationship-Centric, building lifelong partnerships.
- Transparent in all communications.
Key Responsibilities:
- Client Consultation: Conduct virtual or FTF meetings to analyze clients' financial goals.
- Financial Needs Analysis: Design personalized insurance and investment plans.
- Relationship Building: Manage a portfolio of clients and provide long-term financial guidance.
- Market Growth: Use social media and networking to reach and educate potential clients.
- Professional Development: Attend weekly team huddles and skill-building sessions.
What We Give You:
- Complete training & licensing support.
- Flexible hybrid work setup.
- Uncapped commission + bonuses.
- Ongoing coaching & mentorship.
- Modern tools and team support.
How to Apply:
- Submit your CV.
- Phone Interview if shortlisted.
- Career Preview Event at our One Ayala, Makati branch for finalists.
Start your journey. Submit your CV today!
Vacancy posted more than 2 months ago
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