Minimum Requirements of the Job:

1. Education: University graduate with a degree preferably in any business related course
2. Work Experience: Preferably with Sales background (insurance, real estate, MLM, car sales, etc.)
3. Others: Licensed to sell Life Insurance Products


Technical or Functional Competencies (knowledge and skills necessary in order to perform the duties and responsibilities)
1.     General Insurance Principles & Practices:  Knowledge and understanding of the insurance market, the basic insurance principles and the ability to apply them.
2.     Product Knowledge: Knowledge and understanding of product features, benefits and exclusions.
3.     Market and Industry Understanding: Demonstrates knowledge and understanding of the market and industry that the company operates in to be able to build contacts and recognize opportunities.
4.     Customer and Prospect Understanding: Demonstrates knowledge and understanding of prospects and customers’ needs to be able to position the value of products or financial solutions being offered in meeting these needs.
5.     Presentation and Selling Skills:  Ability to assess clients’ needs and to clearly articulate the value provided by the products and services being offered, manage objections and turn them into closing opportunities.
6.     Use of Office Technology: Ability to utilize equipment, office software (i.e. MS Office Applications, MDB, etc.) to effectively perform the job. 
  1. Behavioral Competencies (Key interpersonal and personal skills and abilities that assist individuals in being highly effective in their specific role)
  2. Customer Service Skills: Making customers and their needs the primary focus of one’s actions; developing and sustaining productive customer relations.
  3. Attention to Details:Thoroughness in monitoring work or information and in accomplishing tasks through concern for all the areas involved, no matter how small
  4. Analytical Thinking: Ability to identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions.
  5. Communication (both oral & written): Ability to transfer or convey thoughts and express ideas effectively orally or in writing to individual or group.
  6. Interpersonal Skills:Ability to develop and maintain collaborative working relationships with others in order to encourage and support communication and teamwork and achieve goals of the work unit.
  7. Problem Solving: Ability to identify problems, determine possible solutions, and actively work to resolve the issues. 

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All you need to bring are the following:

1. Valid Government issued I.D
2. Updated Resume 
3. Photocopied TOR (if available)

BDO life Financial Advisor hiring schedules: 

Recruitment open every Thursday - Look for Anna Magnus

Duties and Responsibilities:

1. Sales Revenues
a. Conducts sales activities to ensure achieving individual monthly and net annualized commissions.
• Prospects clients within and outside bank branch premises.
• Presents BDO Life products to prospective clients according to pre-determined standards.
b. Builds business relationship with the bank branch manager.

2. Productivity
a. Converts leads given by the bank branch manager.
•  Sets sales presentation meetings with prospective clients.
• Prepares sales proposal and conducts follow up meetings
b. Provides efficient client services by working closely with underwriting and other support units
c. Prepare accurate and timely reports ie: 
• FA sales activity report
• Branch activity report

3. Sales Conduct
Conducts self according to established BDO Life ethics and professionalism
• Compliance with regulatory bodies’ laws and regulations
• Compliance with BDO Life policies and procedures
• Conformance with BDO Life Group Ethical Code 
• Stewardship and care of Company resources

4.Undertakes other tasks that may be reasonably expected of the role and as maybe necessary to achieve the Company’s goals.