Bancassurance Financial Advisor – Branch Banking (Manila)

Ace Summit Life Insurance Agency Inc.; Metro Manila; Vor Ort; PHP 300.000 - 540.000; Vollzeit

Zusammenfassung

Ace Summit Life Insurance Agency Inc. in Metro Manila seeks a Financial Advisor (Bancassurance) to work on-site, meeting clients in partner bank branches to assess needs and tailor life insurance and investment solutions.

You will conduct financial reviews and prepare proposals for client consideration. You will collaborate with bank staff, support branch campaigns, and build a solid client portfolio while maintaining accurate records and staying compliant with regulations to meet sales and

Qualifikationen

• Experience in financial planning and advising clients on long-term goals.
• Ability to analyze investments and present suitable options to clients.
• Strong ethics and client-focused advisory approach.
• Excellent written and verbal communication with clients.
• Professionalism and integrity in client interactions.
• On-site work in Metro Manila within bank branches.

Aufgaben

• Meet clients within partner bank branches and assess their financial needs.
• Prepare proposals and explain product features to clients.
• Assist clients with applications and policy servicing.
• Collaborate with bank staff and participate in branch campaigns.
• Maintain accurate records and meet sales/service targets.
• Stay updated on financial products and regulations.

Kenntnisse

Financial Planning

Retirement Planning

Finance and Investments

Financial Advisory

Interpersonal Communication

Customer Service

Bank Branch Environment

Ausbildung

Bachelor’s degree in Finance/Business/Economics

Jobbeschreibung

Ace Summit Life Insurance Agency Inc. in Metro Manila seeks a Financial Advisor (Bancassurance) to work on-site, meeting clients in partner bank branches to assess needs and tailor life insurance and investment solutions.

You will conduct financial reviews and prepare proposals for client consideration. You will collaborate with bank staff, support branch campaigns, and build a solid client portfolio while maintaining accurate records and staying compliant with regulations to meet sales and