On-Site Financial Advisor: Retirement & Investment Planning

Insular Life Assurance Co., Ltd.; Dasmariñas; On-site; PHP 240,000 - 360,000; Full time

Job summary

Insular Life Assurance Co., Ltd. (InLife) in the Philippines seeks a dedicated Financial Advisor based in Dasmariñas.

You will meet clients to understand goals, assess finances, and tailor insurance and investment solutions, with a focus on long-term security and value for policyholders. Responsibilities include preparing financial plans, explaining policy features, conducting client reviews, keeping records, prospecting new clients, and collaborating with the advisory team to deliver

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field; licensing is an advantage.
• Strong knowledge in financial planning, retirement planning, and investments.
• Excellent communication and client-relations skills.
• Ability to work independently in a sales-driven environment.

Responsibilities

• Meet with clients to understand their financial goals and assess current financial situations.
• Prepare detailed financial plans and tailor insurance/investment solutions.
• Explain policy features and benefits to clients.
• Conduct regular client reviews and maintain accurate records.
• prospect new clients and participate in sales and training activities.
• Stay updated on financial products and regulations.
• Collaborate with the advisory team to deliver high-quality service.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication

Interpersonal Skills

Client Relationships

Independent/Sales Mindset

Ethical Judgment

Education

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

Job description

Insular Life Assurance Co., Ltd. (InLife) in the Philippines seeks a dedicated Financial Advisor based in Dasmariñas.

You will meet clients to understand goals, assess finances, and tailor insurance and investment solutions, with a focus on long-term security and value for policyholders. Responsibilities include preparing financial plans, explaining policy features, conducting client reviews, keeping records, prospecting new clients, and collaborating with the advisory team to deliver