BANCASSURANCE SALES

WE ARE LOOKING FOR AN INSURANCE AGENT / BANCASSURANCE / FINANCIAL ADVISOR FOR ONE OF THE TOP BANK - INSURANCE IN THE PHILIPPINES.

Type : Full time

Job description

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The Financial Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, and providing guidance on investments, insurance, retirement planning, and other financial services. The ideal candidate will build long-term relationships and help clients make informed financial decisions to achieve their goals.

Key Responsibilities :

• Meet with clients to assess their financial situation, goals, and risk tolerance.
• Develop and recommend personalized financial plans and investment strategies.
• Provide advice on retirement planning, insurance, tax strategies, estate planning, and savings goals.
• Regularly review and adjust financial plans based on client progress and market changes.
• Maintain up-to-date knowledge of financial products, market trends, and regulations.
• Build and maintain strong client relationships through regular communication and follow-up.
• Ensure compliance with all industry regulations and company policies.
• Identify opportunities for new business and client referrals.

Salary : Depending on years of experience :

Benefits

Location : Available Bank Sites in Metro Manila

Financial Advisor

Senior Financial Advisor

Executive Financial Advisor