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Top 5 Reasons Why You Should Try Becoming A Financial Advisor

Top 5 Reasons Why You Should Try Becoming A Financial Advisor


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Being a financial advisor is a gratifying job not just because of the benefits it provides financially to the brave and hardworking soul but also because of the purpose and meaning this job offers.

It allows you to earn more than 100,000 per month while at the same time learning what investments and insurance are.

One may think that being a financial advisor requires you to be a finance or business graduate but in reality, it is not required.

In my opinion, there is no other job in the world I know that rewards you while helping other people reach their dreams and aspirations in life. That is why I believe being a financial advisor should be considered by those who want to experience purpose and prosperity in their job.

Here are five reasons why you must consider being a financial advisor:

1. You are hardworking, yet you feel underpaid

Prior to becoming an advisor I worked as an auditor in a large auditing firm, and people call me bibo kid precisely because I wanted to be the best employee in our company. Even in school, I had been very competitive and challenging working probably the reason why I am still now. Yet I feel that even with my hard work, bibo moves, and all the overtime, I thought that I was underpaid. That is why I decided to take a performance-based job that provides me with income based on effort. The more effort I gave, the more income I received. The reverse is true as well.

2. You feel that sitting in the office the entire day is boring

Even when I was young, I loved adventures, new experiences, and challenges. I can recall when I was young, I enjoyed hiking, and going to lakes, falls, and the beach. I was very energetic, and I felt that my life shouldn’t be confined to the four walls of my office. I felt that doing repetitive jobs was boring, and so I became a financial advisor where every day is a new adventure.

3. You want to own a business someday

I have always dreamed of having my own business. Being your own boss, having time and freedom, and earning money even if you are away has been my motivation to have my own business. What is no better way to learn business than being a financial advisor? As an individual earning commissions selling investments and insurances, I am training myself how to be effective at sales and marketing. Further, a survey shows that more than 50% of successful businessmen started as salespeople. This is because sales and marketing are the lifeblood of business. There is no better training than being in sales.

4. You have very high ambitions

Growing up in the mountains of Negros Oriental, I always dreamed of having my own car, my own house, and living a good life like the people from the City. I had very high ambitions in life. I realized the only way for me to achieve my aspirations early on was to work on a job that provides income based on performance not based on tenure. I dreamed of going to the US, Europe, and the UAE. What I didn’t know was that I could go to these places at a very young age, all because I worked hard as a financial advisor.

5. The people around you respect your opinions

Being a financial advisor is a tough job. You are selling something that is not visible. That is why the ultimate product is not the investments or the insurance of Insular Life but the financial advisor himself. Henceforth, it is essential that people respect and listen to your opinions. A financial advisor who is trusted and maintains integrity will not only be a successful one but might even be the number one in the company.

The first step to becoming a financial advisor is knowing if you are fit to become one.

 

Next Step: Take This Quiz To Know If You Are Fit To Become A Financial Advisor

 

ABOUT THE AUTHOR

Mark Fernandez, CPA, RFC, AFA, CWP, CEPP started as an insurance agent/financial advisor right after graduation at age 22 while working as an auditor at SGV&Co (Ernst & Young). He worked as a part-time financial advisor for six months before going full-time. Despite having no insurance background or connections, he became a Million Dollar Round Table member (MDRT) at age 23 due to his perseverance to learn more about the world of investing and insurance. He is currently a life (at least 10 years MDRT) and qualifying member of the MDRT and is a 2022 Top of the Table Member. He is the founder of Aetos Financial Insurance Agency Inc, which has its head office in Makati. Aetos was the Top 1 in terms of FYP and Top 5 in APE in life insurance agency rankings nationwide in 2021. Currently, Aetos has operations and financial advisors in Luzon, Visayas, and Mindanao. He is currently completing his master’s degree at the Asian Institute of Management. You may reach us by calling Aetos Financial Office Landline at 02-8789-9128 or contacting our Hotline at 0905-FINANCE or 0905-3462623.

 What do you want to do next?

1. Take The Quiz: Am I Fit To Be A Financial Advisor? 2. Request Product Information 3. Apply to be a Financial Advisor 4. Talk to a Financial Advisor
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Comments 2

  1. Janica Montemor says:
    5 years ago

    Wow! Saan po yan?

    • Mark Joseph Fernandez says:
      5 years ago

      Hi Janica, you may explore and be part of our team. Please fill up the form in this link: https://aetosfph.com/advisor-quiz/

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AETOS FINANCIAL MAIN OFFERINGS

WHO IS AETOS FINANCIAL INSURANCE AGENCY?
All financial advisors and insurance agents in the Philippines are required under law to be affiliated either with an Insurance Agency (like Aetos) or directly through a branch of another Insurance Company. Aetos Financial is one of the largest and most digitally equipped Insurance Agencies in the Philippines with financial advisors all over Luzon, Visayas and Mindanao.

ADVANTAGE TO CLIENTS
Unlike direct agents, Aetos offers different insurance and investment products from many companies, our clients can be able to choose which product is best for them. The pricing is also similar to when you get to direct agents.

ADVANTAGE TO ADVISORS
Agents who join Aetos will be able to offer different products and services to their clients. The commissions that our accredited agents earn is similar or even bigger to agents who are direct to the insurance company. Earn as much as 65% FYC per sale by being an agent of Aetos.

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