We are seeking motivated and results-driven Financial Advisors to join our dynamic team. In this remote role, you will be responsible for acquiring new clients, analyzing and recommending insurance policies, and providing comprehensive support throughout the policy lifecycle. This position offers an exciting opportunity with significant earning potential and a range of attractive benefits.

• Sales and Client Acquisition: Drive growth by acquiring new clients and expanding our client base. Develop and implement effective strategies for client outreach and engagement.
• Policy Analysis and Evaluation: Conduct thorough analyses of clients' insurance needs and evaluate available policy options. Provide detailed assessments to determine the best policy solutions.
• Policy Recommendations: Offer tailored recommendations based on clients' individual needs and financial goals. Ensure that clients are informed about the most suitable insurance policies.
• Quoting and Underwriting: Prepare accurate insurance quotes and handle the underwriting process. Ensure compliance with company guidelines and industry standards.
• Claims Assistance: Support clients through the claims process, offering assistance to ensure a smooth and timely resolution of their claims.
• Policy Maintenance: Oversee the management and updating of existing policies. Ensure that all policy modifications are accurately documented and communicated.
• Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or issues they may have.

• Help clients regarding their financial planning needs and priorities
• Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others. Advocate the importance of financial literacy in the Philippines