Hybrid Part-Time Financial Advisor – Manila

Insular Life Assurance Co., Ltd.; Manila; Hybrid; PHP 240,000 - 420,000; Part time

Job summary

Insular Life Assurance Co., Ltd. in Manila is seeking a part-time Financial Advisor to support clients in assessing financial needs and designing personalized plans including insurance, savings, and investments.

The role combines on-site meetings with work-from-home flexibility, and involves portfolio monitoring, retirement planning guidance, and staying updated on company offerings. The candidate should have a strong foundation in financial planning, good client-facing skills, and a willingness

Qualifications

• Strong foundation in financial planning with the ability to analyze client needs.
• Knowledge of retirement planning and investments with risk assessment.
• Experience or interest in financial advisory work with client-facing skills.
• Excellent communication, presentation, and interpersonal skills.
• Integrity, professionalism, and regulatory/ethical awareness; licensing willingness.

Responsibilities

• Meet with clients in person and virtually to assess needs.
• Design personalized financial plans including insurance and investments.
• Conduct financial reviews and present suitable products.
• Assist with policy applications and servicing.
• Build long-term client relationships and stay informed on market trends.

Skills

Financial planning

Client-facing

Retirement planning

Investment knowledge

Communication skills

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Insular Life Assurance Co., Ltd. in Manila is seeking a part-time Financial Advisor to support clients in assessing financial needs and designing personalized plans including insurance, savings, and investments.

The role combines on-site meetings with work-from-home flexibility, and involves portfolio monitoring, retirement planning guidance, and staying updated on company offerings. The candidate should have a strong foundation in financial planning, good client-facing skills, and a willingness