Financial Advisor (Life Insurance)

WHR Global Consulting; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading consulting firm in the Philippines is seeking a Sales Executive to promote and sell group and individual life insurance products. The role involves developing client relationships, assisting in recruiting agents, and coordinating with internal teams for onboarding. Candidates should have a Bachelor's degree and at least one year of experience in the insurance industry. This is an onsite position based in Makati City.

Qualifications

• At least 1 year of experience in selling life insurance products.
• Knowledge of insurance products and market trends.
• LOMA courses preferred but not required.

Responsibilities

• Promote and sell group and individual life insurance products.
• Assist in recruiting new agents and sales personnel.
• Develop and maintain client relationships to meet sales targets.
• Coordinate with internal teams to ensure smooth client onboarding and service.
• Travel as necessary to meet with clients across the Philippines.

Skills

Good written and oral communication skills

Negotiation skills

Proficiency with MS Applications

Education

Bachelor’s degree in Economics, Business Management, Marketing, or related fields

Job description

Position Title: Sales Executive - Group and Individual Life Insurance

Location: Legaspi Village, Makati City (includes travel anywhere in the Philippines as needed)

Setup: Onsite

Schedule: Day Shift

• Promote and sell group and individual life insurance products
• Assist in recruiting new agents and sales personnel
• Develop and maintain client relationships to meet sales targets
• Coordinate with internal teams to ensure smooth client onboarding and service
• Travel as necessary to meet with clients and prospects across the Philippines
• Maintain knowledge of insurance products and market trends to effectively sell and advise clients

• Bachelor’s degree in Economics, Business Management, Marketing, or related fields
• At least 1 year of experience in selling life insurance products
• Good written and oral communication and negotiation skills
• Proficient with MS Applications
• LOMA courses preferred but not required