Financial Advisor

MDV Financial General Insurance Agency, Inc.; Carmona; On-site; PHP 279,000 - 670,000; Full time

Benefits offered by this job

Commission-based earnings

Performance bonuses

Recurring renewal income

Travel incentives (local & intl.)

InLife Academy access

Job summary

Insular Life (InLife) seeks a Financial Advisor to help individuals, families, and business owners analyze financial standings and craft tailored strategies covering life protection, health, savings, education, retirement, and investments.

You will design, present, and update plans using InLife’s digital sales platforms, while building lasting client relationships through regular reviews and education sessions on wealth growth and risk management.

Qualifications

• Bachelor’s Degree in any field required or preferred.
• Open to fresh graduates, mid-career shifters, and professionals seeking growth.
• Strong communication, active listening, and interpersonal skills are essential.
• Self-motivated with an entrepreneurial mindset and high ethical standards.
• Willingness to undergo training and secure a Life Insurance License.

Responsibilities

• Conduct financial reviews to assess clients’ risks, savings goals, and protections.
• Design and present customized financial and retirement strategies using InLife tools.
• Build long-term relationships through portfolio reviews and policy updates.
• Educate prospects on income protection, health coverage, and wealth accumulation.
• Identify clients, generate leads, and expand the network via referrals and marketing.

Skills

Strong communication

Active listening

Interpersonal skills

Self-motivated

Entrepreneurial mindset

Education

Bachelor's Degree (any field)

Tools

Insurance License (Life)

InLife digital sales platforms

Job description

Insular Life (InLife) is the first and largest Filipino life insurance company, bringing over a century of uninterrupted service to the nation. As a mutual life insurance company owned by its policyholders, InLife is committed to delivering long-term value, empowering families, and enabling Filipinos to lead \"A Lifetime for Good.\"

As an InLife Financial Advisor, you will serve as a trusted partner to individuals, families, and business owners. You will help clients analyze their financial standing, identify life goals, and create tailored financial strategies covering life protection, health, savings, education, retirement, and investments.

Responsibilities

• Conduct comprehensive financial reviews to assess client risks, savings goals, and protection needs.
• Design and present customized financial, insurance, and retirement strategies using InLife’s digital sales platforms.
• Build and nurture long‑term relationships with clients through regular portfolio reviews and policy updates.
• Conduct financial literacy discussions and informational sessions to educate prospects on income protection, health coverage, and wealth accumulation.
• Identify prospective clients, generate leads, and expand your professional network through referrals and marketing activities.
• Adhere to Insurance Commission (IC) regulations and InLife’s corporate governance standards while actively attending continuous learning and leadership programs.

Qualifications

• Candidates must possess a Bachelor’s Degree in any field (Business, Finance, Marketing, or related disciplines preferred).
• Open to fresh graduates, mid‑career shifters, and experienced professionals looking for career growth and time flexibility.
• Strong communication, active listening, and interpersonal skills.
• Self‑motivated, entrepreneurial mindset with a commitment to high ethical standards.
• Willingness to undergo training and secure a Life Insurance License from the Insurance Commission Philippines.

What We Offer

• Commission‑based earnings, performance bonuses, and recurring renewal income.
• Be your own boss with full control over your work hours and schedule.
• Opportunity to qualify for international travel incentives, local trips, and the prestigious InLife Club of Honors or Million Dollar Round Table (MDRT).
• Access to InLife Academy, digital sales tools, and guidance from experienced agency leaders.
• Clear pathways to transition into agency leadership (Unit Manager / District Manager tracks).
• Fully funded travel incentives for top performers, including all‑expense‑paid local and international trips.