Financial Advisor

Allianz PNB Life; Pangasinan; On-site; PHP 240,000 - 480,000; Full time

Job summary

Allianz PNB Life is seeking a dedicated Financial Advisor to assess clients' financial needs and recommend life insurance and investment solutions. You will prospect new clients, build trusted relationships, and tailor recommendations to help clients achieve long-term security.

The role emphasizes personalized financial planning, listening to client goals, and presenting clear, compliant plans. This position offers growth in a supportive, customer-focused environment in the Philippines.

Responsibilities

• Identify clients' financial needs and recommend life insurance and investment products.
• Prospect new clients and manage relationships to deliver personalized financial plans for long-term security.

Job description

Job Description

The Financial Advisor is responsible for identifying clients’ financial needs and recommending appropriate life insurance and investment products. This role involves prospecting, client relationship management, and delivering personalized financial plans to help clients achieve long-term financial security.

Working Location

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