Financial Advisor

3 weeks ago

Metro Manila Philippines HRTX Full time

Overview

We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients protect their financial future while contributing to the overall revenue goals of the branch.

About the role

As a Financial Advisor in a bancassurance setting, you will be responsible for developing and maintaining strong relationships with bank staff and clients to generate leads and drive sales of insurance and financial products. Your role includes conducting client needs assessments and delivering tailored advice on life, health, investment-linked, and general insurance solutions aligned with clients\' financial goals and risk profiles. You will present product offerings effectively, support bank staff through training and joint calls, and work toward meeting sales targets and KPIs set by both the bank and insurance partner. Additional responsibilities include processing applications, ensuring timely follow-up on underwriting and policy issuance, staying current on product and regulatory updates, and providing comprehensive after-sales service such as policy reviews and claims support. Accurate documentation of client interactions and strict adherence to financial advisory and compliance standards are also essential components of the role.

Qualifications
  • Bachelor\'s degree in any field
  • At least 6 months of proven experience in sales, financial services, insurance, or bancassurance.
  • Ability to work independently and collaboratively in a team-based environment.
What We Offer
  • Competitive salary with additional commissions and incentives
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