Insurance Adviser

PhilLife Financial Assurance Corp.; Metro Manila; Hybrid; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Health insurance

Job summary

PhilLife Financial Assurance Corp. is hiring an Insurance Adviser for a full-time, hybrid role based in the National Capital Region, Philippines, with flexible work-from-home arrangements.

The role involves advising clients on life and non-life insurance products, assessing their needs, preparing proposals, and assisting with applications and policy servicing, while ensuring clients understand coverage, benefits, and terms.

Qualifications

• Understanding of insurance and financial products and their implications.
• Experience in consulting and customer service, focusing on client needs and tailored solutions.
• Strong communication, both verbal and written, with active listening and professional writing.
• Proficiency in basic office software and documentation tools.
• High integrity, attention to detail, and commitment to inclusive client service.

Responsibilities

• Advise clients on life and non-life insurance solutions and assess their needs.
• Prepare proposals and assist with applications and policy servicing.
• Explain coverage, benefits, and terms to clients clearly.
• Maintain ongoing relationships and provide responsive service to clients.
• Collaborate with internal teams to support sales, claims, and policy administration.

Skills

Insurance & Finance knowledge

Consulting & Customer Service

Communication skills

Office software

Integrity & inclusivity

Education

Bachelor's degree in business/finance/economics

Job description

Company Description

PhilLife Financial is part of the respected Tanco Group of companies, a diversified business group that serves millions of individuals across the Philippines. Its affiliates include PhilsFirst, the first Filipino domestic non-life insurance company, PhilPlans, a leading provider of pension, education, and memorial programs, and PhilCare, a pioneer in health maintenance organization (HMO) services. The group also operates major educational institutions such as STI, iACADEMY, and West Negros University, as well as communications and marketing firm Comm&Sense, Inc. PhilLife Financial is focused on strengthening its presence in the financial services sector, building on a long history of growth and commitment to improving the lives of its customers.

Role Description

The Insurance Adviser is a full-time, hybrid role based in the National Capital Region, Philippines, with a flexible work-from-home arrangements. The role involves advising clients on insurance products, assessing their needs, and recommending suitable life and non-life insurance solutions. Day-to-day tasks include conducting consultations, preparing proposals, assisting with applications and policy servicing, and ensuring clients understand coverage, benefits, and terms. The Insurance Adviser will maintain ongoing relationships with clients, provide responsive customer service, and collaborate with internal teams to support sales, claims, and policy administration. The role also includes keeping up to date with industry trends and regulatory requirements to deliver accurate, compliant guidance.

Qualifications

• Demonstrated knowledge in Insurance and Finance, with the ability to explain products, benefits, and financial implications clearly.
• Experience in Consulting and Customer Service, with a focus on understanding client needs and providing tailored solutions.
• Strong Communication skills, including clear verbal communication, professional writing, and active listening.
• Bachelor’s degree in business, finance, economics, or a related field, or equivalent practical experience in insurance or financial services.
• Comfort working in a hybrid environment, managing time effectively remote work.
• Proficiency in basic office software and digital tools used for client management and documentation.
• High level of integrity, attention to detail, and commitment to non-discriminatory, inclusive client service.