Financial Advisor

Philippine Life Assurance Corp.; Metro Manila; On-site; PHP 300,000 - 420,000; Full time

Job summary

Philippine Life Assurance Corp. is seeking an energetic advisor to meet clients, assess insurance needs, and recommend suitable life and non-life products.

You will prepare tailored proposals and guide clients through applications, servicing, renewals, and claims inquiries. The role emphasizes clear explanations of coverage, benefits, and terms, plus building long-term client relationships and delivering outstanding service.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Insurance, or related field.
• Experience in insurance, financial services, sales, or advisory roles is a plus.
• Strong communication, presentation, and interpersonal skills.
• Excellent customer service and relationship-building abilities.
• Ability to assess client needs and propose suitable solutions.
• Self-motivated, goal-oriented, and able to work independently.
• Proficiency in Microsoft Office and digital communication tools.
• Insurance Agent or Financial Adviser license is advantageous but not required.

Responsibilities

• Meet with clients to assess their insurance and protection needs.
• Recommend suitable life and non-life insurance products.
• Prepare and present customized insurance proposals.
• Assist clients with applications, policy servicing, renewals, and claims inquiries.
• Explain policy coverage, benefits, terms, and conditions clearly.
• Build and maintain strong, long-term client relationships.
• Provide excellent customer service and ongoing support.
• Collaborate with underwriting, claims, and policy administration.
• Stay updated on industry trends, products, and regulatory requirements.
• Ensure compliance with company policies and industry regulations.

Skills

Communication

Presentation

Interpersonal skills

Customer service

Relationship-building

Independence

Time management

MS Office

Digital tools

Education

Bachelor's degree

Tools

Microsoft Office

Digital communication tools

Job description

Key responsibilities

• Meet with clients to assess their insurance and protection needs.
• Recommend suitable life and non-life insurance products.
• Prepare and present customized insurance proposals.
• Assist clients with applications, policy servicing, renewals, and claims inquiries.
• Explain policy coverage, benefits, terms, and conditions clearly.
• Build and maintain strong, long-term client relationships.
• Provide excellent customer service and ongoing support.
• Collaborate with internal teams on underwriting, claims, and policy administration.
• Stay updated on industry trends, products, and regulatory requirements.
• Ensure compliance with company policies and industry regulations.

About you

• Bachelor's degree in Business, Finance, Marketing, Insurance, or a related field.
• Experience in insurance, financial services, sales, or customer advisory roles is an advantage.
• Strong communication, presentation, and interpersonal skills.
• Excellent customer service and relationship-building abilities.
• Ability to assess client needs and recommend appropriate solutions.
• Self-motivated, goal-oriented, and able to work independently.
• Strong organizational and time management skills.
• Proficient in Microsoft Office and digital communication tools.
• Insurance Agent or Financial Adviser license is an advantage but not required.