Senior Financial Advisor

3 weeks ago


Philippines Allianz PNB Life Full time

Join us and be part of a team that is shaping the future of wealth management in the Philippines.

Responsibilities

  • Provide personalized wealth planning services to High Net Worth (HNW) clients, ensuring their financial goals are understood and met.
  • Identify potential corporate accounts, establish relationships, and ensure a smooth onboarding process.
  • Attend regular sales training sessions to stay updated with the latest market trends and report progress to the Agency Leader.
  • Actively seek and recruit top-performing insurance agents in Metro Manila and nearby cities, ensuring a constant influx of talent.
  • Keep a close eye on daily sales activities, ensuring targets are met and identifying areas for improvement.

What we are looking for

  • Bachelor's degree in finance, economics, business management.
  • Proven track record of exceeding sales targets.
  • Candidates should have at least 3 years of experience in Insurance Sales (Bancassurance, Agency, Broker)
  • Valid Insurance Commission License is a must.
  • Candidates must possess a high level of integrity and professionalism.
  • Bank Relationship Officers/Managers are welcome to apply.

What's in store for you.

  • Monthly allowance from Php 31,000 to Php 62,000
  • Subsidized Samsung Galaxy Tablet
  • Basic Commissions
  • Direct Overrides
  • Monthly contest cash rewards
  • Foreign Trip Incentive (2025: Europe, Vietnam, Taiwan)
  • Local Trip Incentive (2024: TBD)
  • Life Insurance Coverage
  • HMO*

About Allianz PNB Life and Exceed Supernova Financials Group

Allianz PNB Life, a member of the Allianz Group, began its operations in the Philippines in 2016. The company was established through a long-term partnership with the Philippine National Bank, with Allianz acquiring 51 percent of PNB Life Insurance Inc. Since its inception, Allianz PNB Life has grown to become one of the major life insurance companies in the Philippines, offering a wide array of insurance products for individuals and institutions.

Exceed Supernova Financials Group was established in 2021 by four experienced Wealth Managers. Their combined skills and foresight have driven the company to become the only premier wealth management agency in the Allianz Asia Pacific Region. In a short time, Exceed Supernova Financials Group has distinguished itself through its commitment to quality and deep understanding of wealth management. This has not only differentiated them but also placed them as a leader in the regional financial services industry. Their achievements reflect their commitment, strategic insight, and the high benchmarks they uphold in wealth management.

Our Location

Exceed Supernova Financials

Ground Floor, The Peninsula Manila

Ayala Ave. cor. Makati Ave., Makati City


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