Financial Advisor (Bancassurance)

Ace Summit Life Insurance Agency Inc.; Metro Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

Ace Summit Life Insurance Agency Inc. in Metro Manila seeks a Financial Advisor (Bancassurance) to work on-site, meeting clients in partner bank branches to assess needs and tailor life insurance and investment solutions.

You will conduct financial reviews and prepare proposals for client consideration. You will collaborate with bank staff, support branch campaigns, and build a solid client portfolio while maintaining accurate records and staying compliant with regulations to meet sales and

Qualifications

• Experience in financial planning and advising clients on long-term goals.
• Ability to analyze investments and present suitable options to clients.
• Strong ethics and client-focused advisory approach.
• Excellent written and verbal communication with clients.
• Professionalism and integrity in client interactions.
• On-site work in Metro Manila within bank branches.

Responsibilities

• Meet clients within partner bank branches and assess their financial needs.
• Prepare proposals and explain product features to clients.
• Assist clients with applications and policy servicing.
• Collaborate with bank staff and participate in branch campaigns.
• Maintain accurate records and meet sales/service targets.
• Stay updated on financial products and regulations.

Skills

Financial Planning

Retirement Planning

Finance and Investments

Financial Advisory

Interpersonal Communication

Customer Service

Bank Branch Environment

Education

Bachelor’s degree in Finance/Business/Economics

Job description

Company Description: Ace Summit Life Insurance Agency Inc. is a growing life insurance agency led by Juan Miguel Reyes, with eight branches across Metro Manila. The agency supports a large and expanding team of 90 Unit Managers and 1,893 Advisors, reflecting its strong presence in the local market. Ace Summit is focused on helping clients secure their financial futures through professional guidance and tailored insurance solutions. The organization operates with a strong commitment to excellence, integrity, and long-term client relationships.

Role Description

The Financial Advisor (Bancassurance) is a full-time, on-site role based in Metro Manila. The role involves meeting clients within partner bank branches, assessing their financial needs, and recommending suitable life insurance and investment solutions. Day-to-day tasks include conducting financial reviews, preparing proposals, explaining product features, and assisting clients with applications and policy servicing. The Financial Advisor will collaborate with bank staff, participate in branch campaigns, and follow up with clients to build and maintain a strong portfolio. The role also requires maintaining accurate records, staying updated on financial products and regulations, and meeting sales and service targets.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to help clients establish long-term financial goals.
• Candidates should possess skills in Finance and Investments to analyze options and recommend suitable solutions.
• Candidates should possess strong Financial Advisory skills to provide clear, ethical, and client-focused recommendations.
• Strong interpersonal and communication skills, with the ability to explain financial concepts in simple terms.
• Customer service orientation and a high level of professionalism and integrity.
• Ability to work on-site in Metro Manila, adapt to a bank branch environment and collaborate with branch teams.
• Goal-driven mindset with the ability to meet sales targets and manage time effectively.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred; relevant experience in banking, insurance, or sales is an advantage.