Life Insurance Financial Planner

BDO Unibank, Inc.; Parañaque; On-site; PHP 279,000 - 558,000; Full time

Job summary

BDO Unibank, Inc. is seeking a Life Sales Team member to provide financial planning services to BDO clients using BDO Life insurance plans. The role emphasizes empathy and client-focused advisory work, helping families secure financial well-being.

Ideal candidates have a Bachelor's degree and at least one year in sales, marketing, or customer service, plus strong communication and genuine care for client outcomes.

Qualifications

• Bachelor's degree in any course.
• At least 1 year experience in sales/marketing or customer service related fields.
• A positive aura.
• Ability to express your thoughts effectively and efficiently.
• A deep sense of empathy towards others ("malasakit").
• Strong motivation to improve your family's lifestyle.

Responsibilities

• Provide financial planning services to BDO clients using BDO Life insurance plans.

Skills

Sales experience

Communication

Empathy

Motivation

Effective thinking

Education

Bachelor's degree

Job description

BDO Unibank, Inc. is seeking a Life Sales Team member to provide financial planning services to BDO clients using BDO Life insurance plans. The role emphasizes empathy and client-focused advisory work, helping families secure financial well-being.

Ideal candidates have a Bachelor's degree and at least one year in sales, marketing, or customer service, plus strong communication and genuine care for client outcomes.