Life Insurance Advisor: Build Trusted Client Futures

Global Hola; Parañaque; On-site; PHP 300,000 - 600,000; Full time

Job summary

A financial services firm is hiring Financial Advisors in Metro Manila, Parañaque, to drive client acquisition and provide tailored financial solutions. Candidates should possess strong interpersonal skills, a preferred Bachelor's degree in related fields, and a motivation to excel in a client-focused environment. This role emphasizes relationship management, compliance with professional standards, and achieving performance targets. Additional support from the hiring company ensures a confidential process.

Qualifications

• Open to fresh graduates, career shifters, and experienced professionals.
• Willingness to obtain and maintain the required insurance license.
• Must be based in or near Parañaque or Las Piñas for accessibility.

Responsibilities

• Identify and engage potential clients through referrals and campaigns.
• Conduct comprehensive financial needs assessments.
• Present financial proposals professionally and confidently.
• Adhere to ethical selling practices and regulatory guidelines.
• Achieve key performance metrics related to client relations.

Skills

Interpersonal skills

Presentation skills

Communication skills

Self-motivation

Education

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

Job description

A financial services firm is hiring Financial Advisors in Metro Manila, Parañaque, to drive client acquisition and provide tailored financial solutions. Candidates should possess strong interpersonal skills, a preferred Bachelor's degree in related fields, and a motivation to excel in a client-focused environment. This role emphasizes relationship management, compliance with professional standards, and achieving performance targets. Additional support from the hiring company ensures a confidential process.