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WHICH IS THE BEST COMPANY TO BE A FINANCIAL ADVISOR AND WHY BE A FINANCIAL ADVISOR?

START YOUR CAREER AS A FINANCIAL ADVISOR NOW!
Take this quick financial advisor quiz to know if you are fit to be a financial advisor by clicking here.

The job of a financial advisor in the Philippines is quite different from that of other advanced countries. In other countries, financial advisors are paid consultancy fees for giving advice on money. For example, giving advice on which financial products are best for the client.

In the Philippines, however, financial advisors earn commissions for selling products since most Filipinos will not pay consultancy fees for financial advice given to them. At least for the coming years, we will see this kind of compensation for financial advisors in the Philippines to be commission-based and not consultancy fees.

At Aetos Financial, we believe financial advisors should not be viewed merely as sales people but as trusted financial consultants. We are committed to investing heavily in the latest tools, technologies, and processes to help our financial advisors be the best consultants to their clients. We believe in doing financial needs analysis to our clients before we offer them insurance and investment products.

We also believe in partnering with different insurance companies and not just one company so that we financial advisors can give their clients many options to choose from.

Financial Advisors from Aetos are the best of the best in the Philippines. Our financial advisors are licensed with the government – the Insurance Commission and also our UITF advisors are licensed by the Banko Sentral ng Pilipinas.

 

Here are some articles that you may want to look at to continue your readings on the career of being a financial advisor:

  1. Perks of Being a Financial Advisor
  2. Top 5 Reasons Why You Should Try Being A Financial Advisor
  3. Qualification and Requirements to Be A Financial Advisor or Insurance Agent
  4. Duties and Responsibilities of Financial Advisors
  5. How To Become A Financial Advisor
  6. How To Be An HMO (Health Card) Agent

 

START YOUR CAREER AS A FINANCIAL ADVISOR NOW!
Take this quick financial advisor quiz to know if you are fit to be a financial advisor by clicking here.

 

ABOUT THE AUTHOR:

Mark Fernandez, CPA, RFC, AFA, CWP, CEPP started as a financial advisor 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 being a son of farmers from Dumaguete, Negros Oriental, he became a Million Dollar Round Table member at age 23 due to hard work and perseverance. 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 has served to make meaningful changes in the life insurance industry by being a board of trustee of the Life Underwriter’s Association of the Philippines (LUAP) for 5 years. He is also the chairman of the FinancePH Group of Companies. 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 2021. He is the class president of the Masters in Entrepreneurship Batch 2025 of the Asian Institute of Management. You may reach him by calling Aetos Financial Office Landline at 02-8789-9128 or contacting FinancePH Hotline at 0905-FINANCE or 0905-3462623.

 

START YOUR CAREER AS A FINANCIAL ADVISOR NOW!
Take this quick financial advisor quiz to know if you are fit to be a financial advisor by clicking here.