Financial Advisors (Affiliated Company)

Global Hola; Parañaque; On-site; PHP 300,000 - 600,000; Full time

Job summary

A financial services firm is hiring Financial Advisors in Metro Manila, Parañaque, to drive client acquisition and provide tailored financial solutions. Candidates should possess strong interpersonal skills, a preferred Bachelor's degree in related fields, and a motivation to excel in a client-focused environment. This role emphasizes relationship management, compliance with professional standards, and achieving performance targets. Additional support from the hiring company ensures a confidential process.

Qualifications

• Open to fresh graduates, career shifters, and experienced professionals.
• Willingness to obtain and maintain the required insurance license.
• Must be based in or near Parañaque or Las Piñas for accessibility.
• Strong interpersonal, presentation, and communication skills.
• Self-driven, goal-oriented, and highly motivated.
• High ethical standards and client-focused mindset.
• Must be based in or near Parañaque or Las Piñas for accessibility to the office.

Responsibilities

• Identify and engage potential clients through referrals and campaigns.
• Conduct comprehensive financial needs assessments.
• Present financial proposals professionally and confidently.
• Adhere to ethical selling practices and regulatory guidelines.
• Achieve key performance metrics related to client relations.
• Deliver after-sales support and respond to policy inquiries.
• Adhere to regulatory guidelines and maintain proper documentation.

Skills

Interpersonal skills

Presentation skills

Communication skills

Self-motivation

Ethical mindset

Education

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

Job description

We are hiring for a client in the life insurance and financial services industry, seeking Financial Advisors to drive client acquisition, deliver needs-based financial solutions, and build long-term client relationships. This role focuses on helping individuals and families protect and grow their financial future through ethical advisory, consultative selling, and ongoing policy servicing.

Responsibilities

Client Prospecting & Relationship Management

• Identify and engage potential clients through referrals, personal networks, and company-led campaigns
• Build trust-based, long-term client relationships
• Maintain an active prospect database and sales pipeline

Financial Needs Analysis & Advisory

• Conduct comprehensive financial needs assessments
• Recommend appropriate insurance and financial solutions aligned with client goals and financial capacity
• Clearly explain product features, policy benefits, costs, and obligations

Sales Execution & Policy Servicing

• Present financial proposals professionally and confidently
• Ensure complete and accurate submission of applications
• Coordinate with underwriting and operations teams until policy issuance
• Provide after-sales support and respond to client policy inquiries

Compliance & Professional Standards

• Adhere to ethical selling practices and regulatory guidelines
• Ensure accurate documentation and full client disclosure
• Attend required meetings, trainings, and licensing renewals

Performance & Development

• Achieve key performance metrics, including client meetings, policies submitted and issued, annualized premium production, and client retention
• Maintain accuracy and quality of compliance records
• Participate in ongoing coaching, training programs, and professional certifications

Qualifications

• Open to fresh graduates, career shifters, and experienced professionals
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred
• Willingness to obtain and maintain the required insurance license
• Strong interpersonal, presentation, and communication skills
• Self-driven, goal-oriented, and highly motivated
• High ethical standards and client-focused mindset
• Must be based in or near Parañaque or Las Piñas for accessibility to the assigned office

Hiring Notice:This position is for an affiliated company within our group and is not a role with Global Hola. Global Hola is supporting the job posting. The process is handled confidentially, and a recruiter representing the hiring entity will reach out to shortlisted candidates.