Bank Financial Advisor — Build Wealth for Clients

HRTx Inc; Manila; On-site; PHP 240,000 - 480,000; Full time

Benefits offered by this job

Commissions

Guaranteed 14th-month pay

Monthly rice subsidy

Monthly allowance

Annual laundry allowance

Multi-purpose draw benefit

HMO with 2 dependents

Life insurance and retirement plan

Job summary

HRTx Inc in Metro Manila, Philippines, is seeking a Financial Advisor for full-time onsite work (dayshift, Monday–Friday). You will build relationships with bank personnel, assess client needs, and offer insurance and investment solutions.

The role emphasizes client acquisition, post-sale servicing, and meeting monthly targets. A bachelor's degree and strong communication skills are required; license is an advantage and training will be provided.

Qualifications

• Bachelor's degree or higher in Business, Finance, Marketing or related field.
• Excellent communication, interpersonal and customer service skills.
• Results-oriented and motivated to help clients with financial wellbeing.

Responsibilities

• Develop strong relationships with bank personnel to drive referrals and leads.
• Conduct financial needs assessments and recommend insurance or investment solutions.
• Provide personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• Educate clients on savings, insurance and investment-linked products aligned to goals.
• Ensure a smooth sales process from initial contact to policy issuance and servicing.
• Manage and grow your client base with after-sales engagement and follow-ups.
• Aim to meet or exceed monthly sales targets and performance metrics.
• Maintain complete and accurate documentation complying with regulations and policies.

Skills

Communication skills

Customer service

Sales skills

Education

Bachelor's degree in Business/Finance/Marketing

Job description

HRTx Inc in Metro Manila, Philippines, is seeking a Financial Advisor for full-time onsite work (dayshift, Monday–Friday). You will build relationships with bank personnel, assess client needs, and offer insurance and investment solutions.

The role emphasizes client acquisition, post-sale servicing, and meeting monthly targets. A bachelor's degree and strong communication skills are required; license is an advantage and training will be provided.