CAREERS IN INSURANCE AND FINANCIAL ADVISORY
[Draft] Hold yourself to a higher standard.
We take client outcomes seriously. We build mastery through a structured, hands-on program. Ready to hold yourself to a higher standard?
About 20 minutes · Free to apply · You get your strengths result
“Your dreams deserve an edge: a real method, proven by decades of experience.”
WHO WE ARE
A firm built around client outcomes.
We help Filipino families protect and pursue what is important to them. Four values guide the work, and the way we measure our success.
Client outcomes
We measure success by the outcomes our clients reach, not by what we sell.
Integrity
Plain disclosure, licence first, and advice we would give our own family.
Partnership
We succeed together. No recruiting quotas, no competing for the same client.
Craft
We keep practising. Every skill is trained, tested and reviewed.
A STRAIGHT ANSWER
Will I have to sell to my friends?
You'll start with people you know. That's how most new agents find their first clients. We teach you to do it with their interests at heart. You never push a product for the sake of a sale.
OUR WORK
What our client advisers do.
Our people bring different skills to one purpose: helping families make sound decisions about their money and their protection.
Insurance Reviews
We review each family's protection and help them close the gaps that matter most.
Financial Advisory
We build bespoke plans around each client's goals, from their first child to retirement.
Client Education
We teach families the decisions behind their plan, so they can carry it through.
Client Adviser Technology
AI we're building to handle the preparation, drafting and follow-ups, so client advisers spend their time with clients.
CAREER PATHS
Find your place, then keep moving forward.
Advance through three levels. Each is earned through demonstrated skill and reviewed by senior client advisers. Specialist roles cover bespoke consulting.
LEVEL 1
Agent
Insurance Reviews and protection for families. Licensed by the Insurance Commission.
LEVEL 2
Client Adviser
Full financial advisory, under stricter standards.
LEVEL 3
Senior Client Adviser
The most complex plans and bespoke work for families.
OUR PROGRAM
A structured, hands-on program, from your first week.
Designed with Joe and Nannette Ferreria, the country's first MDRT couple, who trained agents for a decade as LUTC moderators. You learn by doing, alongside experienced client advisers, and every skill is practised, tested and certified before you move up.
Structured curriculum
A staged curriculum for every level, starting with preparation for the Insurance Commission exam.
Hands-on from week one
Join a senior client adviser in real client meetings, then lead your own with them beside you. The format is being designed with one of our MDRTs.
Practise and certify
Role-play every core skill, get scored and debriefed, and certify before each new level.
Weekly coaching
A senior client adviser reviews your cases and your progress every week.
Client adviser technology
AI we're building to prepare your week, draft your paperwork and keep every follow-up on time, so more of your hours go to the families in front of you.
Your first clients
You start with your client's goals, never with a product to push. And you learn how before you meet your first client.
Build a career measured in families served well.
OUR PEOPLE
The people you'll learn from.
Tap anyone to open their profile.
FOUNDER · LICENSED AGENT
Joseph F
[Two lines: background, and why they started Meridian]
ASK ME ABOUT
[Starting a second career, building client trust]
“[A line in their own words]”
DESIGNING OUR PROGRAM · MDRT 1991
Joe Ferreria
Began as an agent and qualified for MDRT in 1991 with Nannette, making them the country's first MDRT couple. He was an LUTC moderator and fellow from 1992 to 2001, then moved into C-suite roles at insurance and other companies, including Ayala and Generali Pilipinas. He was Country Head of LIMRA LOMA Philippines, Chairman of the Board of AAP, and Senator and Region 2 President of FIA. He co-founded MoneyDoctors Inc. (MDI) and has been its President since 2009.
ASK ME ABOUT
What it takes to build a career that lasts in this industry
“Success in this industry takes the right stuff: a method that's proven, and the discipline to use it every day. [Draft quote: Joe to confirm]”
DESIGNING OUR PROGRAM · 20-YEAR MDRT VETERAN
Nannette Ferreria
Began as an agent, first qualified for MDRT in 1991, and is a 20-year MDRT veteran. With Joe, she is half of the country's first MDRT couple. She was an LUTC moderator from 1992 to 2001, co-founded MoneyDoctors Inc. (MDI), and has been its CFO since 2009.
ASK ME ABOUT
Financial planning for families, and building a practice that lasts
“A dream without a plan stays a wish. I've spent my life helping families turn theirs into a plan they can live by. [Draft quote: Nannette to confirm]”
[ROLE AT MERIDIAN]
John B F
[Two lines: background and years with clients]
ASK ME ABOUT
[Hard conversations with families]
“[A line in their own words]”
[ROLE AT MERIDIAN]
Patricia G
[Two lines: background and years with clients]
ASK ME ABOUT
[Claims, and staying with a family]
“[A line in their own words]”
SPECIALIST · PROPERTY
Jannette F
[Two lines: her work in the property sector]
ASK ME ABOUT
[Property questions families bring]
“[A line in their own words]”
HOW WE HIRE
Know what to expect at every stage.
Book your interview first, then answer a short questionnaire before we meet.
- 01
Verify and book your interview
Your mobile and email, a quick code, then pick a time.
- 02
Answer a quick questionnaire
Online, about 12 to 15 minutes. Add your résumé if you have one; it's fine if you don't.
- 03
Your interview
With the founder or a senior adviser, who reads your questionnaire beforehand. It includes a short role-play.
- 04
Onboarding, if we're a fit
Training, the Insurance Commission exam, your licence and agent code.
The interview is where we both see if it's a fit.
Frequently Asked Questions
Do I need a licence before I apply?
No. You need one before you advise clients, and we prepare you for it.
How is compensation structured?
Commission-based, with incentives.
Do I need experience in sales or finance?
No. You start with the basics in training, with evening sessions if you need flexible or part-time hours. Then you do field work beside an adviser, then guided field work on your own with clear goals. Our certifications, based on exams and real work, are designed to line up with official ones, so you're well prepared when you sit the real exams.
What does licensing cost, and who pays?
It's free to apply. If you're a fit, the exam and licence fees are yours to cover: ₱1,010 for the exam and about ₱1,515 for the licence.
BEGIN YOUR APPLICATION
See if you're a fit.
Verify your mobile and email and book your interview, then answer a quick questionnaire. About 20 minutes.
“[Real quote from a client or adviser, with consent]”
Booked. Now a quick questionnaire.
45 questions, one at a time, about 12 to 15 minutes. The person meeting you reads your answers before your interview. They save as you go: if you stop, come back and you'll pick up where you left off.
Your strengths result
What stood out
Something to work on
In your interview
Your résumé
You're in. Now pick a time.
Choose a time for your interview.
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We've sent your interview details to your email. See you soon.