Financial Advisor

Manulife Philippines; Cebu City; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Competitive compensation and bonus

Comprehensive benefits package (health

retirement planning options

Ongoing training and development

Collaborative work environment

Remote work options

Job summary

MANULIFE PHILIPPINES is seeking a full-time Financial Advisor in Central Visayas (Cebu City) to help clients achieve their financial goals by delivering tailored advice on investments, insurance and banking solutions.

You will develop strong client relationships, assess financial needs, generate leads, and work with the team to ensure exceptional service while staying compliant with industry regulations and company guidelines.

Qualifications

• Provide personalized financial advice and solutions to clients.
• Maintain knowledge of financial products including investments, insurance, and banking.
• Conduct financial assessments and tailor recommendations.
• Generate new leads and exceed sales targets.
• Collaborate with the team to deliver exceptional client service.

Responsibilities

• Develop strong client relationships to understand unique financial needs and goals.
• Provide guidance on investments, insurance, and banking products.
• Conduct thorough financial assessments and offer customized recommendations.
• Stay up-to-date with industry trends and regulations.
• Generate new leads and exceed sales targets.
• Collaborate with the broader team to ensure seamless client experiences.

Job description

As a Financial Advisor at Hawk's Vanguard a Branch Affiliate of MANULIFE PHILIPPINES, you will play a crucial role in helping our clients achieve their financial goals. This full-time position is based in Central Visayas, and you will be responsible for providing personalized financial advice and solutions to our valued customers.

What you'll be doing

• Developing strong relationships with clients to understand their unique financial needs and goals.
• Providing expert guidance on a range of financial products and services, including investments, insurance, and banking solutions.
• Conducting thorough financial assessments and offering customized recommendations to help clients make informed decisions.
• Maintaining a high level of product knowledge and staying up-to-date with industry trends and regulations.
• Actively contributing to the growth and success of the business by generating new leads and exceeding sales targets.
• Collaborating with the broader team to ensure seamless client experiences and the delivery of exceptional service.

What we offer

• Competitive compensation and bonus structure
• Fixed Developmental Fund on top of overrides and commissions
• Comprehensive benefits package, including health insurance and retirement planning options
• Ongoing training and development opportunities to enhance your skills and knowledge
• A supportive and collaborative work environment with opportunities for career advancement
• Work-life balance initiatives, such as flexible scheduling and remote work options

MANULIFE PHILIPPINES is one of the leading life insurance companies in the Philippines. We help people make decisions easier and lives better. We provide financial advice, insurance as well as wealth and asset management solutions for individuals, groups, and institutions.