Recruitment and Activation Lead

6 days ago

Taguig, National Capital Region, Philippines Salientes - Gonzalez Associates Full time

1. Recruitment Strategy & Workforce Planning

· Develop and execute a recruitment roadmap that supports agency expansion, branch growth, or sales team targets.

· Forecast manpower needs for financial planners and managers.

· Align hiring plans with business objectives (e.g., MDRT growth, protection gap closure, digital advisor expansion).

2. Talent Sourcing & Acquisition

· Source high-potential candidates through campus recruitment, referrals, partnerships, and digital campaigns.

· Conduct initial screening, interviews, and profiling to identify candidates with the right balance of passion, professionalism, and financial mindset.

· Leverage social media, events, and financial literacy programs to attract purpose-driven applicants.

3. Employer Branding & Candidate Experience

· Build the agency's image as a trusted, purpose-led financial institution.

· Lead career orientations, webinars, and recruitment events highlighting the mission of financial empowerment.

· Ensure a seamless candidate journey — from application to onboarding — fostering long-term engagement

4. Selection, Training, & Onboarding Coordination

· Work with trainers and managers to design assessment tools and selection metrics.

· Coordinate with our partner company and training teams for new planner onboarding and licensing (IC, insurance exams, compliance requirements).

· Track new hires' conversion and retention rates during their first 90–180 days.

5. Data & Compliance Management

· Maintain updated recruitment dashboards (time-to-hire, source effectiveness, retention performance).

· Prepare reports and insights for management and agency leaders

6. Team Leadership & Collaboration

· Lead a team of recruiters or field managers in meeting monthly recruitment goals.

· Partner with agency operations managers, sales management team financial wealth managers, training and marketing to develop integrated recruitment campaigns.

Key Skills & Competencies

Strong networking and relationship management skills

Sales-minded and inspiring communicator

Data-driven decision-maker with recruitment analytics experience

Deep understanding of financial planning, insurance, and investment culture

Expertise in talent branding and digital recruitment tools

Key Success Indicators

Increased qualified financial planner hires per month

Improved retention and activation rates of new recruits

Stronger brand presence among Gen Z and Millennial professionals

Efficient, compliant, and scalable recruitment processes

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