Peak Wealth Solutions - Philippines

Part-Time or Full-Time Financial Advisor (Hybrid with Performance Incentives)

Taguig

FULL TIME & PART TIME

November 6, 2024

Job Highlights:
  • Make a Difference in People's Lives: Empower Filipinos to achieve financial security and prosperity. Join our Part-Time or Full-Time program, with a monthly activity bonus on top of commission and other performance-based rewards. Enjoy the opportunity to earn uncapped commission while working on your own schedule.
  • A Career That Takes You Places: Earn free travel incentives as a reward for your efforts. Travel rewards for 2024 include local destinations like Palawan and international trips to Paris, Beijing, and Inner Mongolia.
  • Build Expertise in Financial Planning: Gain access to a team of experienced trainers and field practitioners, with training provided at no cost to you.
Job Description:
Benefits:
  • Monthly Performance Incentives: Join our Part-Time or Full-Time programs with generous support packages.
  • Standard Financial Advisor: Option to join as a regular advisor with commission, bonuses, and additional incentives.
  • Next Gen Advisor Program (Part-Time with Performance Incentives): This program provides a Php 20,000 monthly activity bonus for 12 months, on top of commissions and other bonuses, to help you jump-start your career.
  • Next Gen Advisor Elite (Full-Time with Performance Incentives): Receive Php 40,000 to Php 60,000 in monthly activity bonuses for 12 months, in addition to commissions and other bonuses, to fast-track your success.
  • Additional Earnings:
  • First-year and renewal commissions
  • Quarterly bonuses
  • Additional income opportunities through advisor referrals
  • Local and international travel incentives
  • Work from home with a digital office setup
  • Access to world-class training
  • Opportunity for career advancement to managerial roles
What’s in it for you? Build a rewarding business, develop your skills, and embark on a new adventure while becoming the best version of yourself.
Responsibilities:
  • Educate:
  • Conduct financial planning sessions and provide tailored solutions to clients in areas such as life insurance protection, health coverage, HMO (Medicard), education/retirement planning, investments, and savings.
  • Build and manage a client base through acquiring new accounts and providing ongoing service.
  • Attend training sessions, seminars, and team meetings to improve your knowledge and skills.
  • Foster long-term relationships with clients by offering excellent service.
  • Expand:
  • Invite colleagues and friends to join the program.
  • Potentially grow into a leadership role by becoming a Manager of Managers.
Basic Requirements:
  • Must have stable Wi-Fi and a reliable internet connection.
  • Willingness to attend a mix of online and in-person training and financial literacy seminars.
  • A bachelor's degree in any field (open to fresh graduates).
  • Experience as a sales manager in any industry is a plus, but not required.
  • Passion for promoting financial literacy.
  • Self-motivated and proactive in personal growth.
  • Strong communication, presentation, and interpersonal skills.
  • Mission-driven, hardworking, and goal-oriented.
Job Types: Full-time, Part-time
Pay: Php30,000.00 - Php50,000.00 per month
Expected hours: 2 – 3 per week
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