• Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
• Deliver exceptional after-sales services to ensure utmost customer satisfaction.
• Maintain meticulous records of production and activities, showcasing your dedication and performance.
• Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
• Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

Are you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture!

Our work is more than just a paycheck – we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.

Join us and experience the following:

• Competitive monthly salary guaranteed 14 months
• Comprehensive life insurance and health coverage for you and your dependents
• Comprehensive wellness programs that support your physical, financial, mental and emotional health
• Flexible work schedule and hybrid work set up for non-sales roles
• Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
• Access to various learning and development opportunities

• Candidate must possess at least Bachelor's/College Degree in any field.
• At least 1 Year(s) of working experience in the related field is required for this position
• Undertakes Financial planning interviews
• Provides after-sales services