Financial Advisor

Insular Life Assurance Co., Ltd.; Dasmariñas; Vor Ort; PHP 240.000 - 360.000; Vollzeit

Zusammenfassung

Insular Life Assurance Co., Ltd. (InLife) in the Philippines seeks a dedicated Financial Advisor based in Dasmariñas.

You will meet clients to understand goals, assess finances, and tailor insurance and investment solutions, with a focus on long-term security and value for policyholders. Responsibilities include preparing financial plans, explaining policy features, conducting client reviews, keeping records, prospecting new clients, and collaborating with the advisory team to deliver

Qualifikationen

• Bachelor’s degree in Finance, Business, Economics, or related field; licensing is an advantage.
• Strong knowledge in financial planning, retirement planning, and investments.
• Excellent communication and client-relations skills.
• Ability to work independently in a sales-driven environment.

Aufgaben

• Meet with clients to understand their financial goals and assess current financial situations.
• Prepare detailed financial plans and tailor insurance/investment solutions.
• Explain policy features and benefits to clients.
• Conduct regular client reviews and maintain accurate records.
• prospect new clients and participate in sales and training activities.
• Stay updated on financial products and regulations.
• Collaborate with the advisory team to deliver high-quality service.

Kenntnisse

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication

Interpersonal Skills

Client Relationships

Independent/Sales Mindset

Ethical Judgment

Ausbildung

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

Jobbeschreibung

Company Description

Insular Life Assurance Co., Ltd. (InLife) is the first and largest Filipino life insurance company, serving policyholders for over 114 years. As the only mutual life insurance company in the Philippines, it is owned by its policyholders and focuses on long-term security and value for clients. InLife is committed to helping Filipinos prepare for their financial future and achieve lasting well-being. The company promotes its vision of building #ALifetimeForGood through responsible financial solutions and trusted advisory services.

Role Description

This is a full-time, on-site Financial Advisor role based in Dasmariñas. The Financial Advisor will meet with clients to understand their financial goals, assess current financial situations, and recommend appropriate insurance and investment solutions. Daily responsibilities include preparing financial plans, explaining policy features and benefits, conducting regular client reviews, and maintaining accurate records of client interactions. The role also involves prospecting new clients, participating in sales and training activities, staying updated on financial products and regulations, and collaborating with the broader advisory team to deliver high-quality service.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to help clients build comprehensive long-term strategies.
• Candidates should possess solid knowledge of Finance and Investments to analyze options and recommend suitable financial products.
• Candidates should possess practical experience in Financial Advisory to guide clients in making informed decisions aligned with their goals.
• Candidates should possess excellent communication, interpersonal, and client relationship skills to explain complex concepts clearly and build trust.
• Candidates should possess a results-oriented mindset, ethical judgment, and the ability to work independently in a sales-driven environment.
• Candidates should possess at least a bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications or licensing are an advantage.