Your people skills may be worth more than your current role allows.
If you have handled targets, clients, portfolios, or important relationships, financial advisory could be a strong next move. Learn the work, earn the licenses, and build at a pace you can sustain.
- Performance-based income
- Potential renewal compensation
- Guided licensing preparation
- Coaching, field practice, and team support
“I’m looking for people who can listen, follow through, and earn trust—not people who only know how to make a quick sale.”
Structured exam preparation
You receive guided reviewers, practice questions, and application support for the Insurance Commission licensing process. Passing still depends on your preparation and exam performance.
Could financial advisory fit you?
Answer seven honest questions about your experience, work habits, and mindset. You’ll see your Advisor Fit Score immediately—without sending an application first.
See your fit in about two minutes
There are no perfect answers. Your score stays private unless you choose to message Adrian afterward.
Question 1 of 7
Tap an answer to continue.
A quick self-reflection, not a hiring decision. Send your score — Adrian personally reviews every message and sets a time to talk with you.
Serious work, with support while you learn it.
You bring discipline, coachability, and the willingness to speak with people. Adrian provides licensing preparation, field coaching, and a practical weekly structure.
Performance-based earnings
Earnings are performance-based, not guaranteed. Advisors may earn active commissions and eligible renewal compensation under company and product rules; results depend on activity, quality of service, and clients keeping suitable plans.
More control over your schedule
Plan your working hours around your goals and responsibilities. Flexibility is real, but so is the commitment: clients, training, licensing, and follow-through still need protected time.
Hands-on coaching
Learn directly from an experienced Unit Manager through practice conversations, field guidance, weekly coaching, and honest feedback—not one-off pep talks.
Guided licensing preparation
Use structured reviewers, mock exams, and step-by-step guidance through the application process for the required Insurance Commission licenses.
Commissions, renewals, promotions, and incentives are subject to performance, qualification, company rules, and regulatory requirements. No income or promotion timeline is promised.
You may already have the skills this career needs.
Relationship-building, target discipline, follow-through, and resilience all transfer. What changes is how you use them: helping clients make long-term financial decisions.
You already know how to earn trust, understand goals, manage relationships, and work within compliance. Here, the conversation starts with the client’s needs—not a branch quota.
You understand targets, pipelines, follow-up, and rejection. You’ll learn how to turn those strengths into needs-based conversations and long-term client relationships.
If you have earned recognition, led a team, built something from scratch, or regularly exceeded expectations, you already have evidence of the discipline this career needs.
A possible progression, not a guaranteed timeline. Advancement depends on licensing, performance, leadership readiness, and company criteria.
Hear what the career is really like.
Adrian talks with managers, leaders, and career switchers about how they started, what challenged them, and what helped them stay. No highlight reel—just the real story.
Check the basics before you apply.
The strongest applicants often have experience in sales, banking, relationship management, leadership, or a consistent record of achievement. Character, coachability, and follow-through still matter most.
- At least 23 years old (or turning 23 this year)
- Completed four (4) years of college — any degree is OK
- Filipino citizen or resident with a valid government ID
- Willing to complete Insurance Commission licensing (free structured review provided)
- Based in Metro Manila preferred — remote onboarding available
- Part-time start is welcome — keep your day job while you train
What the transition actually asks of you
A flexible, performance-based career can be rewarding—but it is still a profession to build. Here is the honest version before you apply.
Build before you leap
A part-time start can help you learn the work while keeping income stability. Adrian will not tell you to resign based on excitement alone; transition decisions should follow evidence and preparation.
Expect variable income
There is no fixed salary and no guaranteed result. A pipeline takes time to build, and responsible advisors plan their runway instead of counting future commissions before they are earned.
Earn trust before business
You will learn to ask better questions, explain trade-offs, and recommend only what a client can sustain. Long-term service and persistency matter more than chasing a fast transaction.
Apply for Adrian's mentorship program
Fill out the qualifying form and Adrian will personally reach out within 48 hours for a quick Zoom interview. No fees, no obligations.
Still weighing it? Read the honest career answers in the FAQ — including "how much do new advisors actually earn?"