Hybrid Financial Advisor & Unit Manager - Client Growth

Insular Life Assurance Co., Ltd.; Dagupan; Hybrid; PHP 300,000 - 550,000; Full time

Job summary

Insular Life Assurance Co., Ltd. in Dagupan City, Philippines offers a hybrid Financial Advisor and Unit Manager role with a mix of on-site client meetings and work-from-home activities.

The advisor will meet clients to understand their financial goals, assess their current financial situation, and recommend appropriate insurance and investment solutions. Daily tasks include preparing financial plans, explaining product options, conducting follow-ups, and maintaining accurate client records.

Qualifications

• Open for undergraduate and Bachelor degree holder
• Excellent communication and interpersonal skills for client-facing work and relationship building.
• Ability to work independently in a hybrid setup, manage time effectively, and handle multiple client accounts.
• Willingness to obtain relevant licenses and complete company training programs as needed.

Responsibilities

• Meet clients to understand financial goals and assess current financial situation.
• Recommend appropriate insurance and investment solutions.
• Prepare financial plans and follow up with clients.
• Maintain accurate client records and stay updated on company offerings.
• Prospect new clients and build long-term relationships in line with company standards.
• Provide ethical guidance and ensure client needs are met responsibly.

Skills

Financial planning

Client relationship management

Licensing and compliance

Independent work

Education

Undergraduate or Bachelor's degree

Job description

Insular Life Assurance Co., Ltd. in Dagupan City, Philippines offers a hybrid Financial Advisor and Unit Manager role with a mix of on-site client meetings and work-from-home activities.

The advisor will meet clients to understand their financial goals, assess their current financial situation, and recommend appropriate insurance and investment solutions. Daily tasks include preparing financial plans, explaining product options, conducting follow-ups, and maintaining accurate client records.