BANCASSURANCE SALES

HRTX; Metro Manila; On-site; PHP 300,000 - 520,000; Full time

Benefits offered by this job

Rice subsidy

Christmas gift

Variable pay

HMO 1M cover + 2 dependents

Leave credits

Job summary

HRTX is seeking a knowledgeable Insurance Agent / Bancassurance / Financial Advisor to join our dynamic team in the Philippines. You will assess clients' financial needs, develop tailored plans, and provide guidance on investments, retirement planning, and insurance.

Build long-term relationships and help clients reach their financial goals. In this full-time role, you will meet with clients, design personalized strategies, review plans, stay informed on market trends and regulations, and ensure

Qualifications

• Experience in selling insurance and bancassurance products.
• Ability to develop comprehensive financial plans for clients.
• Strong client relationship management and communication skills.
• Knowledge of investment strategies, retirement planning and tax considerations.
• Familiarity with industry regulations and compliance requirements.

Responsibilities

• Meet with clients to assess financial situation, goals and risk tolerance.
• Develop and recommend personalized financial plans and investment strategies.
• Provide advice on retirement planning, insurance, and other financial services.
• Regularly review and adjust plans based on client progress and market changes.
• Maintain up-to-date knowledge of products, market trends, and regulations.
• Build and maintain strong client relationships through regular communication.

Skills

Insurance sales

Financial planning

Client relations

Investment guidance

Regulatory knowledge

Job description

WE ARE LOOKING FOR AN INSURANCE AGENT / BANCASSURANCE / FINANCIAL ADVISOR FOR ONE OF THE TOP BANK - INSURANCE IN THE PHILIPPINES.

Type: Full time

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The Financial Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, and providing guidance on investments, insurance, retirement planning, and other financial services. The ideal candidate will build long-term relationships and help clients make informed financial decisions to achieve their goals.

Key Responsibilities:

• Meet with clients to assess their financial situation, goals, and risk tolerance.
• Develop and recommend personalized financial plans and investment strategies.
• Provide advice on retirement planning, insurance, tax strategies, estate planning, and savings goals.
• Regularly review and adjust financial plans based on client progress and market changes.
• Maintain up-to-date knowledge of financial products, market trends, and regulations.
• Build and maintain strong client relationships through regular communication and follow-up.
• Ensure compliance with all industry regulations and company policies.
• Identify opportunities for new business and client referrals.

Salary: Depending on years of experience:

• Rice Subsidy
• Christmas Gift
• + Variable Pay
• Upon hiring, HMO with annual cover of 1M. + 2 qualified dependents.
• Leave credits: 15 SL, 15 VL, 1 Birthday Leave, 4 days emergency / bereavement leave.