Most people know they should manage their money wisely—but they don't always know how to do it. That's when they turn to financial advisors, who have the expertise to help them.
Highly motivated financial advisors undergo rigorous education and training to attain the certifications and skills necessary to succeed in this career. The path to becoming a professional financial advisor can be direct, or may include a number of twists, turns and side trips depending on past education and experience. That is why our team is offering this course study to provide training to assist On the Job Trainees and Interns in weighing all of the pros and cons—including work hours, earning expectations, course options, and step-by-step, in-depth trainings with certifications to becoming a registered financial advisor..
Responsibilities
- Learn the entire sales cycle
- Achieve monthly learning objectives
- Qualify the national Insurance Exams
- Familiarize Manulife Tools
- Master Manulife Point Of Sale
Must Have
- At least a year in College
- Passion for digital technology
- Great written English
- Highly creative and autonomous
- Laptop, IPad or Tablet
Nice to have
- Experience in writing online content
- Additional languages
- Interest in AI Applications
- Strong analytical skills
Steps to Becoming a Financial Advisor OJT / Intern
Components of a Successful Career as a Financial Advisor: Skills, Credentials, Tools and Technology. Learn it from Oasis Academy.
Step 1. THE MINIMUM ENTRY.
A bachelor's degree is an edge although at least a year in college can jump start to this life changing career as a financial advisor. Open for applicants 22 to 40 years old. Majors in finance, economics, business, statistics or similar fields are acceptable. Financial advisors can be generalists, or they may specialize in one of several areas, including retirement, estate planning, or insurance and investments.
Step 2 SERVE AS AN INTERN.
Academic instruction in the classroom or online provides the foundation for learning, but internships offer opportunities for financial advisors to get real-world experience. It's important for students to attend our trainings that has forged relationships with seasoned financial advisors that can provide training opportunities for students to practice what they have learned, and gain instruction and insight from mentors working in the field and management in our branch. Students become interns of Powerful Delta Oasis with financial institution training partner Manulife Philippines.
Step 3. OBTAIN CERTIFICATIONS AND LICENSES:
Numerous certifications are available for scholar/intern financial advisors, usually after they have accrued three months of experience accessing online courses and jump start program. Certification typically requires specialized training or coursework online, and continuing education. Financial Advisor scholar/interns are certified by the (IC) Insurance Commission of the Philippines and once they pass the IC Examinations, they are tagged to our partner company, Manulife Philippines, certified to sell life insurance and Variable Universal Life VUL Insurance. Life and VUL registered Financial Advisor. - This is basically a "Study To Work" Course Program.
COURSE OUTPUT
Oasis Academy Financial Advisor OJT/intern and graduates possess a wide range of business and marketing skills. The ability to analyze and organize data is a virtually learnt, while a strong grasp of digital point of sales helps them with accurate and extensive number-crunching offers. Critical thinking skills allow them to spot trends, evaluate the pros and cons of a particular course of action, and make changes when necessary.
Communication skills are vital and our Financial Advisor internship graduates work with a variety of people who have different financial backgrounds and levels of knowledge. They are able to present complicated information and explain technical jargon - simplified - in understandable terms. Finally, they are able to engender trust with their clients and adhere to the industry's set of ethical standards, including integrity, objectivity, fairness and confidentiality.
PROGRAM REQUIREMENTS:
PHASE 1
Digital Tools Needed:
Must have a Laptop, IPad, Tablet with digital pen for (EPOS) Electronic Point Of Sale.
Course Program Procedure:
1. Take Course Program interview after attending the Life Champions Career Orientation.
2. Online LIMRA Assessment
3. Contracting Kit Sign Up. Attend Pre Licensing Courses specified in the program.
Internship: 4 hours a day. 5 days a week. Take Jump Start Program, Take IC Exam Review and Examinations.
Examination Fee: P2,500.00 for National Insurance Commission Exams and Miscellaneous fees. If the scholar passes the IC Exams, the IC examination fee will be refunded.
Financial Advisor Course Graduation. Intern is conferred as Certified Financial Advisor.
PHASE 2
Internship Program. Starts after being tagged as Certified Financial Advisor.
While working as a Certified Financial Advisor - the successful intern will sign and embark on a cooperative arrangement whereby new scholars are paired or teamed up and assume responsibility for one another's instruction, productivity, personal development and leadership growth.
*Monthly Earning potential starting on the 4th month: P40,000.00 ++
What We Offer
Each OJT / Intern has a chance to see the impact of his/her work.
You can make a real contribution to the success of the company.
Several activities are often organized all over the year, such as weekly learning sessions, team building events, monthly get together and much more
Perks
A full-time position
Attractive salary package.
Trainings
First 100 days, including
Leadership offer.
Activity
Play sport with colleagues,
beach and mountains
Victory Drink
Quarterly Celebration of victories and awarding
