How to become a Manulife Financial Advisor?

First, I’d like to congratulate you. As a Financial Advisor for over ten (10) years, I can testify that this profession can greatly improve you and your client’s financial lives. You made the right decision to become a Manulife Financial Advisor. Manulife is one of the oldest life insurance companies in the world. They started in 1887 in Toronto, Canada. Currently, It is the largest publicly listed company on the Philippine Stock Exchange (PSE). Manulife is also part of the Top 10 Largest Life Insurance Companies in the world.

By being a financial advisor of Manulife and Aetos Financial, you get to offer different companies and products (not just Manulife) as follows:

There are only three (3) simple steps for you to be an Insurance Agent/Financial Advisor of Aetos Financial:

1. Register to join the Online Career Discussion and Interview

This is a two-way meeting with our HR team. In this meeting, we will ask you some questions such as your reason for wanting to be an insurance agent/financial advisor. At the end of the meeting, you may also ask any questions you have about the job. Register at this link to attend our online career discussion and interview: Advisor Quiz – Are You Fit To Be A Financial Advisor?

2. Attend a review session and Pass Insurance Licensing Exam

We financial advisors are licensed professionals by the government. You must pass the government regulator’s Licensure Exam before offering financial advisory services to your clients. The review session is very convenient. It is done mostly online. There, helpful review materials will also be given to you. With Aetos Financial and Manulife having the best trainers, we are sure that you will pass the licensure exam.

There are two examinations for financial advisors:
1. Traditional Exam – Exam about the basics of life insurance
2. VUL (Variable) Exam – Exam about the basics of life insurance and investments

Taking the Traditional Examination first is recommended because it is way easier than the VUL exam.

There are two options for the Exam:
a. Face to Face exam
b. Online Exam (we recommend you take the online exam)

Insurance Commission’s Exam is 50 questions multiple choice. The government charges a minimal exam fee.

3. Be a licensed financial advisor

The third and last step is to submit all your licensing documents. The following are the documents that you need to submit:

a. Recent 1×1 and 2X2 (for ID) colored ID Photo in High Definition white background
b. Completion of Jumpstart Training Program
c. Duly received notarized IC Application with Documentary Stamp
d. IC Exam Results
e. Company Forms and Survey Link

What are you waiting for? Complete these three simple steps, and you are on your way to achieving your dreams.

Join Team Aetos Financial and become a financial advisor of Manulife! Take the Are you fit to be a financial advisor quiz now!

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.