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Financial Advisor

4 weeks ago


Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full time

2 days ago Be among the first 25 applicants

Direct message the job poster from Insular Life Assurance Co., Ltd.

Territory 3-Visayas 1, Regional Head at Insular Life Assurance Co., Ltd.

Company Description

Insular Life (InLife) is the first and largest Filipino life insurance company, with 113 years of uninterrupted service. It remains the only mutual company in the Philippines, dedicated to helping Filipinos prepare for the future and live #ALifetimeForGood.

Role Description

This is a full-time hybrid role for a Financial Advisor at Insular Life Assurance Co., Ltd. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. This role is based in Cebu with the flexibility for some work from home.

Qualifications

  • Financial Planning and Finance skills
  • Retirement Planning and Investments knowledge
  • Experience in providing Financial Advisory services
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Economics, or related field
  • Preferably in Cebu or Bohol
Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance

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