Cebu Financial Advisor: Build Long-Term Plans & Wealth

Insular Life Assurance Co., Ltd.; Cebu City; On-site; PHP 300,000 - 520,000; Full time

Job summary

Insular Life Assurance Co., Ltd. in Cebu seeks a full-time Financial Advisor to meet clients, assess financial goals, and recommend insurance, investments, and retirement planning solutions.

You will prepare financial plans, present proposals, review portfolios, educate clients on products, and maintain long-term relationships while ensuring compliance and collaborating with the sales team. On-site role requires strong communication, ethical approach, and willingness to train.

Qualifications

• Strong foundation in financial planning and finance.
• Knowledge of retirement planning and investments.
• Experience or interest in financial advisory services.
• Excellent communication, presentation, and interpersonal skills.
• Client-centric and ethical approach.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred; relevant certifications are an advantage.
• Proactive, goal-oriented, able to work independently and in a team on-site.

Responsibilities

• Meet with clients to assess goals and recommend insurance, investment, and retirement planning solutions.
• Prepare financial plans, present proposals, and regularly review portfolios.
• Build and maintain long-term client relationships and educate clients on financial products.
• Ensure compliance with regulatory and company standards.
• Participate in sales and marketing activities and collaborate with the team to support growth.

Skills

Financial planning

Retirement planning

Investment knowledge

Client education

Communication

Presentation skills

Relationship building

Ethical practice

Team collaboration

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Certifications (advantage)

Job description

Insular Life Assurance Co., Ltd. in Cebu seeks a full-time Financial Advisor to meet clients, assess financial goals, and recommend insurance, investments, and retirement planning solutions.

You will prepare financial plans, present proposals, review portfolios, educate clients on products, and maintain long-term relationships while ensuring compliance and collaborating with the sales team. On-site role requires strong communication, ethical approach, and willingness to train.