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Perks of being a Financial Advisor


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“Bakit ka nagshift ng career? Wala ka na bang balak bumalik sa pagiging CPA?” These are the questions that so often were asked to me by my friends, family and even clients.
​
Allow me to give you a brief background of who I was before becoming a Financial Advisor. I am a Certified Public Accountant. I used to work with one of the largest auditing firms in the Philippines for two and a half years as an External Auditor. After that, I transferred to an airline company as an internal audit supervisor. I worked there for a year and a month. Then, I decided to be a full time Financial Advisor at Aetos Financial. If you’re going to track my career, it seems that I had a detour. Why would an accountant choose to be a Financial Advisor? To answer all of your questions, I have indicated the perks of being a Financial Advisor as follows:
 

  1. It develops discipline. Being a Financial Advisor would mean that you own your time. Hence, you have to utilize your time wisely so that you can make the most out of it. If you don’t do anything, you won’t earn anything. Activities! Activities! Activities! These are the words that our leader usually spoke. If you’re not disciplined, there’s no use in staying in this profession.
  2. It gives you the heart to be genuinely concerned with others. In this profession, you won’t be effective if you don’t have the passion, if you don’t know how to care if you don’t know how to relate and understand.
  3. Increased faith. Every day is a step of faith. As my colleague said, faith is not just believing that God will fulfill His promises; more importantly, faith is believing that God loves you. Being in this field is really challenging. There are times when you don’t have closed sales, you don’t have appointments, and you don’t have the strength to get up from your bed because of the rejections you experience every day. That’s when faith comes in. During these times, you must constantly remind yourself of God’s love. Despite the rejections, you have to keep going and have faith in action.
  4. Seeing how big God is. You will be amazed how God can provide even in extreme conditions. You will see how God can bless you in different forms. God’s blessing will come through material blessings, character, and emotional and spiritual building. Your income knows no limit, not even your growth.

If you ask me, is there any reason that would push me to go back to my previous profession? Yes, but it is only if God wills it. So far, I haven’t heard from Him.

But, beyond all the perks, I think the most significant reason I chose to stay in this field after a year is my love for the profession. I love what I am doing. And I won’t stop until I have fulfilled my mission. My mission is to help people be good stewards of the talents, gold, and riches the Lord entrusted them.

How about you? What’s your mission? 

If you want to join Aetos Financial please take the “Are you Fit To Be A Financial Advisor Quiz” below.


ABOUT THE AUTHOR

Mica Fernandez, CPA, CWP, CEPP, GLMP is a CPA by profession, working as an external auditor for 3 years at Price Waterhouse Coopers (PwC) (also known as Isla Lipana & Co.). While still working at PwC, she became a part-time financial advisor at the age of 22. At age 24, she decided to resign from PwC to focus on her financial advisory practice. It was a leap of faith for her because she was still young and was a significant contributor to the finances of her family in Batangas. Because of her inspiration and drive to help Filipinos become more financially literate and her drive to become financially successful as well, she worked hard to become one of the top insurance agency managers in the Philippines receiving several awards from partner companies.

 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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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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