FINANCIAL ADVISORS / UNIT MANAGER TRAINEES

Insular Life Assurance; Pangasinan; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Incentives

Flexible Hours

Life Insurance

Training Subsidy

Job summary

Insular Life Assurance is seeking Financial Advisors / Unit Manager Trainees to help clients identify financial goals and craft investment strategies. You will provide personalized health and wealth planning advice and build lasting relationships through clear communication.

Join a program that trains you with senior advisers, emphasizes ongoing education, and offers performance-based rewards. Ground-floor Dagupan office located in AB Fernandez Ave, ASSADA Center.

Qualifications

• Bachelor's degree in Finance or related field
• Entry-level (0–2 years)
• Wealth Management, Communication Skills, Client Relationship Management

Responsibilities

• Assist clients in identifying financial goals and developing investment strategies.
• Provide personalized financial advice on Health and Wealth management and investment options.
• Build and maintain strong client relationships through effective communication.
• Stay updated on market trends and financial news to advise clients accurately.
• Collaborate with senior financial advisors to enhance personal knowledge and skills.

Skills

Wealth Management

Communication Skills

Client Relationship Management

Education

Bachelor's degree in Finance, Business, or a related field

Job description

FINANCIAL ADVISORS / UNIT MANAGER TRAINEES

Insular Life Assurance

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

Life Insurance

Training Subsidy

Work-Life Balance

Flexible Hours

Description

• Assist clients in identifying their financial goals and developing investment strategies.
• Provide personalized financial advice on Health and Wealth management and investment options.
• Build and maintain strong client relationships through effective communication.
• Stay updated on market trends and financial news to advise clients accurately.
• Collaborate with senior financial advisors to enhance personal knowledge and skills.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Business, or a related field
• Experience Level: Entry-level (0-2 years)
• Skills and Competencies: Wealth Management, Communication Skills, Client Relationship Management
• Qualities and Traits: Strong analytical abilities, proactive approach, and a commitment to ongoing education

Working Location

Ground floor Inlife Dagupan Office AB Fernandez Ave, ASSADA Center