Tuesday, May 1, 2018

My Experience As A Financial Advisor

Beginning of a new Journey

When a friend of mine suggested I apply for a  job posting as a financial advisor, I was hesitant and thought I can never survive the training away from home. 

I tried anyway..
Team Innovation
 The rigorous training, tests and seminars were not easy. I had to take two licensure exams for traditional insurance and for VUL, a requirement by the Insurance Commission of the Philippines to make sure we really know and fully understand what we are getting into. 

Training bestie - Ryan Gerasta
Unexpected Friendships. 

My month-long stay in Makati City was eventful and fun, thanks to my co-trainees who helped in making it possible. They represent the different provinces of our vast country. Our favourite activities were story-telling, learning their dialects, sharing jokes, and food hopping. But more than that, we learned to cooperate and unite despite our differences especially during our test reviews, presentations and team assignments. 

My Branch of Assignment
What now?

Now I have an 8-5 job and helping families achieve their long term financial goals through Variable Universal Life. It's a 3-in-1 product: Life insurance + Health insurance + Investment. As a licensed financial advisor, we help our clients determine which product design would suit them well through what we call needs-based selling. We are required to explain every important detail and make sure our clients have a thorough understanding, especially on the terms and conditions of their policy, before we process their applications and payments for approval. After-sales are pain in the neck though, one that they've never mentioned during our training. Our job can be super toxic, we eat rejection in the morning as a matter of fact. But as they say, anything worth it is never easy anyway. This job would help me pay bills and for now, that is enough for me to survive.

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