Financial Advisor

E-Solutions IT Services; Cebu City; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Competitive monthly salary with allowances

Guaranteed bonuses up to ₱30,000

Full HMO coverage and paid leave benefits

Travel incentives for top performers

13th, 14th, and 15th-month pay

15 vacation leaves and 15 sick leaves annually

Access to Group Life and Health Insurance

Solo Parent Leave

Birthday Leave

Marriage Leave

Job summary

A financial services company in Cebu City is seeking Financial Solutions Consultants to provide personalized financial guidance within partner banks. You will help clients choose life insurance products, build strong client relationships, and achieve sales goals. Ideal candidates have a relevant Bachelor's degree and at least 2 years of sales experience. The position offers competitive compensation, bonuses, and various benefits including comprehensive health coverage and special leave benefits.

Qualifications

• Minimum of 2 years’ experience in sales, ideally in insurance, banking, or financial services.
• Open to career shifters with strong, transferable sales skills from other industries.
• Must be ready to join within 15 days of receiving a job offer.

Responsibilities

• Help bank clients understand and choose from a variety of Traditional and Variable life insurance options tailored to their individual needs.
• Consistently achieve or exceed personal sales goals and support the overall performance of your assigned branch locations.
• Build lasting relationships with both clients and branch teams to ensure high satisfaction, strong retention, and continuous portfolio growth.
• Maintain a regular, visible presence at your designated bank branch, and provide ongoing performance updates to your Area Sales Head.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales skills

Education

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

Job description

• We’re seeking proactive, customer-oriented professionals to join our team as Financial Solutions Consultants. In this key role, you’ll represent our organization within partner bank branches, delivering personalized financial guidance and insurance solutions. As a trusted advisor, you’ll support clients in choosing the right life insurance products for their unique goals, while also building strong partnerships with bank staff to drive engagement and business growth.

What You’ll Do:

• Help bank clients understand and choose from a variety of Traditional and Variable life insurance options tailored to their individual needs.
• Consistently achieve or exceed personal sales goals and support the overall performance of your assigned branch locations.
• Build lasting relationships with both clients and branch teams to ensure high satisfaction, strong retention, and continuous portfolio growth.
• Maintain a regular, visible presence at your designated bank branch, and provide ongoing performance updates to your Area Sales Head.

• A Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred—but we also welcome applicants with equivalent experience.
• Minimum of 2 years’ experience in sales, ideally in insurance, banking, or financial services.
• Open to career shifters with strong, transferable sales skills from other industries.
• Must be ready to join within 15 days of receiving a job offer.
• Strong communication, interpersonal, and presentation skills are essential, along with a confident, friendly, and professional presence.

What’s In It for You:

• Competitive monthly salary with additional allowances and guaranteed bonuses up to ₱30,000.
• Full HMO coverage and paid leave benefits from your first day on the job.
• Enjoy exciting local and international travel incentives for top performers.
• Receive 13th, 14th, and 15th-month pay as part of our rewards structure.
• Generous 15 vacation leaves and 15 sick leaves annually.
• Access to Group Life and Health Insurance plans.
• Special leave benefits, including:
• Solo Parent Leave
• Birthday Leave
• Marriage Leave