Financial Advisor

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

Company Description

Insular Life Assurance Co., Ltd. (InLife) is the first and largest Filipino life insurance company, with 115 years of uninterrupted service. As the only mutual life insurance company in the Philippines, InLife is owned by its policyholders and is focused on long-term value for them. The company helps individuals and families prepare for the future through comprehensive protection and financial solutions. InLife promotes the vision of living “A Lifetime for Good” by supporting financial security, well-being, and responsible stewardship. Applicants can expect to join a stable, mission-driven organization with deep roots in the local community.

Role Description

This is a full-time, on-site Financial Advisor role based in Cebu. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and recommend appropriate insurance, investment, and retirement planning solutions. Daily tasks include preparing financial plans, presenting proposals, and regularly reviewing and updating clients’ portfolios. The role involves building and maintaining long-term client relationships, educating clients on financial products, and ensuring compliance with regulatory and company standards. The Financial Advisor will also participate in sales and marketing activities, attend trainings, and collaborate with the team to support business growth.

Qualifications

• Strong foundation in Financial Planning and Finance, with the ability to analyze client needs and develop suitable strategies.
• Knowledge of Retirement Planning and Investments, including risk assessment and portfolio diversification.
• Experience or interest in providing Financial Advisory services, guiding clients toward their long-term financial goals.
• Excellent communication, presentation, and interpersonal skills, with a client-centric and ethical approach.
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred; relevant certifications are an advantage.
• Proactive, goal-oriented mindset with the ability to work independently and within a team in an on-site setting.
• Willingness to learn, attend training programs, and stay updated on financial products, market trends, and regulations.