Business Partner

PhilLife - Insurance CareersMakati, Metro Manila, Philippines

12 days ago

Job description

Job Summary

The Business Partner is a key strategic adviser who collaborates with multiple team leaders to support strategic planning, performance improvement, and operational execution. This role ensures that business objectives are aligned with organizational capabilities by providing insight-driven analysis, facilitating cross‑functional collaboration, and driving process and organizational improvements.

Key Responsibilities

Strategic Planning & Business Alignment

Work closely with team leaders to understand business goals, challenges, and priorities.
Translate strategic objectives into actionable plans and performance targets.
Participate in the development and review of business strategies and ensure alignment across the company.

Business Development & Client Management

Build and maintain strong, long‑lasting customer relationships.

Identify and approach potential clients and strategic partnerships.

Stakeholder Engagement & Relationship Building

Serve as a trusted advisor and single point of contact for business units.

Foster collaboration between operational teams and support functions (Head Office).

Influence and guide stakeholders through data, communication, and relationship‑building.

Documentation & Compliance

Prepare and process necessary documents related to financial products and services.

Ensure compliance with financial laws, regulations, and company policies.

Sales & Product Promotion

Promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans.

Meet or exceed sales targets.

Expansion & Development

Lead, mentor, and manage high‑performing advisers.

Recruit, train, and develop performing advisers.

Develop recruitment system for sustainability.

Reporting & Analysis

Report on sales metrics and suggest improvements.

Prepare monthly, quarterly, and annual sales forecasts under the downline team.

Requirements

Working knowledge of insurance products.

Strong leadership, communication, negotiation and interpersonal skills.

Ability to build trust and maintain strong client relationships.

High level of integrity and professionalism.

Proven track record of meeting or exceeding sales targets.

Bachelor’s degree in finance, business, or a related field (preferred).

Compensation and Benefits

Highly competitive compensation base.

Team overrides commission.

HMO and life insurance.

Professional development and training.

Flexible working hours and hybrid work setup.

Perks such as incentives and trips.

Opportunities for professional growth and development.

Hybrid and flexible work arrangements.

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Partner • Makati, Metro Manila, Philippines

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