Financial Services Manager (Insurance) | Makati

PM Consulting; Makati; Hybrid; PHP 1,000,000 - 1,400,000; Full time

Job summary

PM Consulting in Makati is seeking a goal-oriented Unit Head to lead, build, and develop a high-performing team of Financial Advisors. You will drive recruitment, mentor your team, and expand the unit’s market reach while fostering a culture of integrity and client focus.

The role requires 2–5 years in sales leadership within life insurance or financial services, plus licensing with the Insurance Commission.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• 2–5 years of sales leadership or team management experience in financial services.
• Hold Insurance Commission licenses (Traditional and/or Variable/VUL) or willingness to be licensed.
• Strong interpersonal, communication, and relationship-building skills.
• Entrepreneurial, results-oriented mindset with passion for developing people.

Responsibilities

• Source, recruit, and onboard Financial Advisors to grow headcount and market reach.
• Coach and mentor advisors in financial planning and needs-based selling.
• Lead the unit to meet monthly and yearly sales targets for protection, savings, and investments.
• Monitor productivity; conduct performance reviews and set activity plans.
• Identify new market segments; organize sales drives; assist closing complex cases.
• Ensure operations comply with company policies and Insurance Commission regulations.

Skills

Interpersonal skills

Communication

Relationship-building

Sales coaching

Talent acquisition

Education

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

Job description

About the job Financial Services Manager (Insurance) | Makati

Location: Makati

Work Set-up: Hybrid

Job Summary

We are seeking a goal-oriented and people-driven Unit Head to lead, build, and develop a high-performing team of Financial Advisors. In this role, you will act as an agency builder—driving strategic recruitment initiatives, mentoring your team to success, and expanding the unit’s overall market reach. If you have a passion for wealth management, life insurance sales leadership, and helping others build rewarding careers, this role is for you.

Key Responsibilities

• Team Building & Recruitment: Actively source, recruit, and onboard prospective Financial Advisors to scale your unit's headcount and market reach.
• Coaching & Mentoring: Guide, motivate, and train advisors in financial planning, needs-based selling, and client relationship management.
• Sales Leadership: Drive the unit to meet and exceed monthly and annual sales targets, focusing on financial protection, savings, and investment solutions.
• Performance Management: Monitor team productivity, conduct regular performance reviews, and implement strategic activity management systems.
• Business Development: Identify new market segments, organize sales drives, and assist advisors in closing complex cases.
• Compliance & Integrity: Ensure all team operations strictly adhere to company policies, ethical standards, and Insurance Commission regulations.

Qualifications

• Education: Bachelor’s Degree in Business, Finance, Marketing, or any related field.
• Experience: 2 to 5 years of proven experience in sales leadership, recruitment, or team management within life insurance, banking, or financial services.
• Licensing: Holder of valid Insurance Commission licenses (Traditional and Variable/VUL) is highly preferred, or willing to be licensed immediately.
• Skills: Strong interpersonal, communication, and relationship-building skills. A proven track record in talent acquisition and sales coaching is essential.
• Mindset: Entrepreneurial, results-oriented, and deeply passionate about developing people.