Insurance Adviser | Team Leader | Business Partner

Insurance Adviser | Team Leader | Business Partner

An Insurance Adviser is responsible for assisting clients in managing their finances by offering financial advice, products, and services. The role typically involves analyzing financial data, understanding client needs, and recommending suitable financial solutions such as investments, insurance, savings plans, and loans.

Key Responsibilities — Insurance Adviser

• Client Relationship Management: Identify and reach out to potential clients; conduct meetings to understand client financial goals and needs; maintain long-term relationships with clients to ensure satisfaction and loyalty; provide advice on financial products and services tailored to client profiles; recommend strategies for investment, budgeting, savings, and debt reduction; stay updated with market trends, economic forecasts, and financial regulations; promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans; meet or exceed sales targets and KPIs.
• Documentation & Compliance: Prepare and process necessary documents related to financial products and services; ensure compliance with financial laws, regulations, and company policies; analyze financial statements, credit history, and market data to assess risks; suggest financial instruments that minimize risk and maximize return.

Requirements — Insurance Adviser

• Working knowledge of insurance products.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build trust and maintain strong client relationships.
• High level of integrity and professionalism.
• Bachelor’s degree in finance, business, or a related field (preferred).

Compensation and Benefits — Insurance Adviser

• Highly competitive compensation base.
• HMO and life insurance.
• Professional development and training.
• Flexible working hours and hybrid work setup.
• Perks such as incentives and trips.

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The Team Leader is responsible for leading a team of insurance advisers, developing strategic sales plans, and driving revenue growth. This role oversees team performance, fosters key customer relationships, identifies new business opportunities, and ensures alignment with company goals.

Key Responsibilities — Team Leader

• Sales Strategy & Planning: Develop and implement effective sales strategies aligned with business objectives; set short-term and long-term sales targets and forecast revenue; lead, mentor, and manage high-performing advisers; recruit, train, and develop performing advisers.
• Business Development & Client Management: Build and maintain strong, long-lasting customer relationships; identify and approach potential clients and strategic partnerships; promote and sell financial products such as insurance policies, mutual funds, retirement plans, and loans; meet or exceed sales targets.
• Documentation & Compliance: Prepare and process necessary documents related to financial products and services; ensure compliance with financial laws, regulations, and company policies.
• Reporting & Analysis: Report on sales metrics and suggest improvements; prepare monthly, quarterly, and annual sales forecasts for the downline team.

Requirements — Team Leader

• 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 — Team Leader

• 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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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 — Business Partner

• 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 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; 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 — Business Partner

• 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 — Business Partner

• 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.

Seniorities, Employment Type & Industry

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance

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Manila, National Capital Region, Philippines