Life Insurance Advisor

FWD - Annapurna Branch; Makati; On-site; PHP 558,000 - 781,200; Full time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Incentives

HMO

Company Social Events

Retirement Plan

Flexible Hours

Work from Home

Job summary

A financial consulting firm in Metro Manila is seeking a Financial Consultant with 1-3 years of experience to provide financial advice and develop personalized plans for clients. The role requires strong analytical and communication skills, with an emphasis on building relationships and meeting client needs. Candidates should possess a diploma and have a detail-oriented approach. This position offers hybrid work arrangements and various employee perks including bonuses and recognition programs.

Qualifications

• 1-3 years of experience in financial consulting, advisory, sales, or client-facing roles.
• Detail-oriented with strong problem-solving abilities.
• Ability to work independently and in a team environment.

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Analyze personal financial data and create personalized financial plans.
• Evaluate clients' financial status and recommend strategies for improvement.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.

Skills

Financial consulting

Problem-solving skills

Networking skills

Analytical skills

Communication skills

Education

Diploma

Job description

On-site - Makati 1-3 Yrs Exp Diploma Contract

Employee Recognition and Rewards

• Commission
• Performance Bonus
• Employee Recognition Program
• Incentives

Insurance Health & Wellness

• HMO

Others

• Company Social Events, Office Parties
• Retirement Plan

Work-Life Balance

Flexible Hours, Work from Home

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Analyze personal financial data and create personalized financial plans.
• Evaluate clients' financial status and recommend strategies for improvement.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Meet activity goals and contribute to team targets and overall business growth.

Work Arrangement

• Willing to work in a hybrid arrangement (One Ayala + field-based client visits).
• 2x per month face-to-face meetings; remaining schedule dedicated to client consultations and field work.
• Strong consultative approach with the ability to translate financial data into clear and practical advice.
• Strong lead management skills - capable of handling, nurturing, and converting prospects effectively.
• Must be goal-driven and capable of meeting sales and activity targets.
• High professionalism, integrity, and commitment to client confidentiality.
• Ability to handle multiple client accounts and follow through with personalized action plans.
• Strong analytical and communication skills.

Qualifications

• Experience level, 1–3 years experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
• Detail-oriented
• Strong problem-solving skills
• Ability to work independently and in a team environment
• Wealth Management Communication Skills People Oriented Networking Skills