Inspiralife

Tag: financial advisor jobs

  • Financial Advisor Jobs in the Philippines: Build a Career with Purpose and High Income

    Financial Advisor Jobs in the Philippines: Build a Career with Purpose and High Income

    Why Choose a Career as a Financial Advisor?

    Are you looking for a career that combines financial growth with flexibility and purpose? A financial advisor role is one of the most in-demand jobs in the Philippines today. With the rising need for financial literacy and protection, financial advisors play a vital role in helping Filipino families secure their future.

    At Inspiralife.ph, we don’t just offer jobs—we build careers with impact.

    Financial Advisor Job Benefits

    When you join as a financial advisor, here’s what you can expect:

    • ✅ 40–45% commission per sale – among the highest in the industry.
    • ✅ 5 years of renewal income for every client you serve.
    • ✅ Flexible schedule – work from home, in coffee shops, or anywhere you prefer.
    • ✅ Full training & mentorship – even if you don’t have a finance background.
    • ✅ Achievable quotas – designed to help you succeed, not stress.

    Who Can Apply?

    Financial advisor jobs are perfect for:

    • Gen Z fresh graduates looking for career growth.
    • Millennials career shifters wanting more income and time freedom.
    • OFWs and returning workers who want a stable home-based career.
    • Stay-at-home parents who want to earn while caring for family.
    • Entrepreneurs who want an additional income stream.

    No prior finance experience? Don’t worry—we’ll train you. What matters most is your drive to help others and grow yourself.

    What Does a Financial Advisor Do?

    • Guide families in creating financial plans.
    • Offer life insurance and investment products (VUL, Term, Whole Life).
    • Help clients prepare for retirement, education, and health protection.
    • Build long-term relationships while earning recurring income.

    This isn’t just sales—it’s about making a difference in people’s lives.

    How to Become a Licensed Financial Advisor

    To officially start, you’ll need to:

    • Sign up with Inspiralife to get training and support.
    • Take the Insurance Commission Licensure Exam (Variable and Traditional) – exam fee is ₱1,010 each.
    • Once you pass, you’ll receive your license and can start serving clients.

    Within 3 years, with focus and consistency, you can achieve the kind of wealth and career stability that takes decades in traditional jobs.

    Why Join Inspiralife?

    Inspiralife is not just another insurance agency. We’re building a community of advisors who:

    • Value ethics and transparency in serving clients.
    • Receive continuous training and mentorship.
    • Get digital tools to succeed online and offline.

    We believe in mission before commission—helping you build a career that truly builds others.

    Start Your Journey Today

    If you’ve been searching for:

    • Financial advisor jobs Philippines
    • Work from home jobs
    • Sales and insurance careers
    • Flexible jobs with high income potential

    👉 Then you’ve found the right place.

    Apply now

  • How to Become a Financial Advisor in the Philippines (2025 Guide)

    How to Become a Financial Advisor in the Philippines (2025 Guide)

    Are you looking for a rewarding career that lets you help others secure their future while building yours? Becoming a financial advisor in the Philippines might just be the right path for you.

    Whether you’re fresh out of college, shifting careers, or looking to earn more through flexible work, this guide will walk you through everything you need to know to get started.

    What Is a Financial Advisor?

    A financial advisor helps individuals and families plan for their financial future. This includes insurance protection, savings, investments, retirement planning, and more.

    In the Philippines, financial advisors are licensed by the Insurance Commission and usually work with life insurance companies offering both traditional and investment-linked (VUL) products.

    Why Become a Financial Advisor?

    Here are 5 top reasons why many Filipinos choose this career:

    • Unlimited Income Potential – Earn through commissions, incentives, and bonuses. Top advisors make six to seven figures annually.
    • Flexible Schedule – Be your own boss. Manage your time and work at your own pace.
    • Personal Growth – You’ll learn about finance, communication, leadership—and apply them in daily life.
    • Impactful Work – Help people protect what matters most: their family, income, and dreams.
    • Residual Income – Many insurance products give recurring commissions for 3–5 years—even if you stop selling!

    Step-by-Step: How to Become a Financial Advisor in the Philippines

    Find a Licensed Life Insurance Company

    Look for a company that offers training, licensing support, and good commission rates. (Tip: Inspiralife offers 40–45% commissions and full support!)

    Attend the Company Orientation

    Learn about the products, commission structure, training program, and application process.

    Apply for the Insurance Commission Exam

    You need to pass the Variable Life (VUL) and/or Traditional Insurance licensure exams. Each costs ₱1,010.

    Exam Requirements:

    • At least 18 years old
    • Valid ID
    • 2×2 ID photo with white background

    Pass the Exam and Get Licensed

    Once licensed, you’ll receive your Agent’s License Number from the Insurance Commission.

    Start Selling with a Licensed Manager or Agency

    You’ll work under a unit head or agency manager who will help you close sales and guide your growth.

    Skills You’ll Need

    • Communication Skills – You must know how to listen, present, and explain concepts clearly.
    • Empathy – Clients need to feel you care before they trust you.
    • Financial Knowledge – Learn about insurance, investments, budgeting, etc. (Enroll to our Financial Planning Course.)
    • Consistency & Discipline – This is a business. The more effort you put in, the more you earn.

    FAQs

    Q: Do I need to be a finance graduate?

    A: No. All backgrounds are welcome, as long as you’re coachable and passionate about helping others.

    Q: Can I do this part-time?

    A: Yes. Many start part-time before going full-time once their income stabilizes.

    Q: How much can I earn?

    A: It depends on performance. New advisors can earn ₱20k–₱50k/month, while top advisors earn ₱100k+.

    Start Your Journey with Inspiralife

    At Inspiralife, we’re building a new generation of financial advisors who lead with integrity and grow with purpose.

    • ✅40–45% commission rate
    • ✅ Free training & coaching
    • ✅ 5-year recurring income
    • ✅ Remote work flexibility
    • ✅ Supportive community of leaders

    Ready to begin?

    SIGN-UP TODAY

    Your Journey Starts Here

    Let’s Go

  • 30-Day Guide to Becoming a Successful Life Insurance Advisor

    Week 1: Foundation & Licensing

    Day 1-2: Understand the Insurance Industry

    • Research different types of insurance (life, health, auto, home, business).
    • Learn key industry terms (premiums, deductibles, underwriting, claims).
    • Follow insurance news (e.g., Insurance Journal, NAIC updates).

    Day 3-5: Get Licensed

    • Check your state’s licensing requirements (pre-licensing courses, exams)
    • Enroll in an approved course (Kaplan, ExamFX).
    • Study for the state insurance exam (focus on laws, ethics, policies).

    Day 6-7: Choose Your Niche & Market

    Decide which insurance products to specialize in (life, health, P&C).

    • Decide which insurance products to specialize in (life, health, P&C).
    • Identify your target audience (young families, retirees, small businesses).
    • Research competitors in your area.

    Week 2: Skill Development & Branding

    Day 8-9: Learn Sales & Communication Techniques

    • Study consultative selling (ask questions, listen, provide solutions).
    • Practice objection handling (e.g., “It’s too expensive” → “Let’s discuss value”).
    • Role-play sales pitches with a mentor.

    Day 10-11: Build Your Personal Brand

    • Create a professional LinkedIn profile.
    • Set up a simple website or Facebook business page.
    • Design business cards and digital brochures (Canva is great for this).

    Day 12-14: Master Insurance Products

    • Deep-dive into policy details (term vs. whole life, HMO vs. PPO).
    • Understand riders and add-ons (critical illness, disability waivers).
    • Learn how to compare policies for clients.

    Week 3: Prospecting & Lead Generation

    Day 15-16: Build Your Network

    • Attend local business networking events (Chamber of Commerce, BNI).
    • Connect with CPAs, financial advisors, and real estate agents for referrals. – Join insurance advisor forums (e.g., Insurance Forums).

    Day 17-18: Generate Leads

    • Start cold calling (script: “Hi, I help families secure affordable life insurance…”).
    • Use social media (LinkedIn, Facebook groups) to offer free consultations.
    • Ask satisfied clients for referrals (offer incentives if needed).

    Day 19-21: Follow-Up System

    • Set up a CRM (HubSpot, Zoho) to track leads.
    • Send follow-up emails (e.g., “Just checking in on your insurance needs…”)
    • Schedule reminders for policy renewals.

    Week 4: Sales Execution & Growth

    Day 22-23: Perfect Your Pitch

    • Craft a 30-second elevator pitch.
    • Focus on benefits, not just features (“This policy ensures your family’s future”).
    • Record yourself and refine delivery.

    Day 24-25: Close Your First Deals

    • Present policies confidently (use visuals if needed).
    • Handle objections with empathy.
    • Ask for the sale: “Shall we proceed with the application today?

    Day 26-27: Leverage Testimonials & Reviews

    • Ask happy clients for Google/Facebook reviews
    • Create case studies (e.g., “How John Saved $500/Year on Life Insurance”).
    • Share success stories on social media

    Day 28-30: Scale & Improve

    • Analyze your first month: What worked? What didn’t?
    • Invest in advanced training (CFP, CLU certifications).
    • Plan next month’s goals (e.g., “Get 10 new clients”).

    Final Tips for Long-Term Success

    • Stay updated – Insurance laws change; keep learning.
    • Be ethical – Clients trust you with their financial safety.
    • Automate – Use tools for quotes, applications, and renewals.
    • Stay persistent – Rejection is part of the process; keep going!

    By following this 30-day guide, you’ll build a strong foundation, develop essential skills, and start gaining clients. Success won’t happen overnight, but with consistency, you’ll grow into a top-performing insurance advisor.