Bancassurance Sales Specialist

12 hours ago

Manila, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱600,000 - ₱1,200,000

We are seeking a Financial Advisor to join our organization.

Job Description

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 with clients and help them make informed financial decisions to achieve their goals.

Main Responsibilities:

  • Assess client financial situations, 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
Requirements

To succeed in this role, you will need the following skills and qualifications:

  • Bachelor's Degree
  • 6 months to 1 year experience
Benefits

We offer a range of benefits to support your career and well-being:

  • Rice Subsidy
  • Guaranteed 14th month pay
  • Mobile Allowance
  • Christmas Gift
  • Variable Pay
  • HMO with annual coverage of 1M for the employee plus 2 qualified dependents (upon hiring)
  • Leave credits: 15 SL, 15 VL, 1 Birthday Leave, 4 days emergency/bereavement leave
Location

This role is available at Bank Sites in Metro Manila.

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