Financial Advisor

2 days ago

Manila, National Capital Region, Philippines Julius Augustus C. Munoz Full time

About the role

As a Financial Advisor at Allianz PNB Life Insurance, Inc.', you will play a crucial role in helping our clients achieve their financial goals. In this part-time role, you will provide tailored financial planning advice and solutions to individuals and families in the Metro Manila area. Your work will focus on understanding our clients' unique needs and recommending the right insurance and investment products to help them secure their financial future.

What you'll be doing

  1. Conducting comprehensive financial needs assessments with clients to understand their financial situation, goals, and risk tolerance
  2. Researching and analysing financial products, including life insurance, annuities, and investment options, to develop personalised recommendations
  3. Presenting financial plans and product proposals to clients in a clear and compelling manner
  4. Assisting clients with the application and onboarding process for selected financial products
  5. Building and maintaining long-term relationships with clients to ensure their ongoing financial well-being
  6. Staying up-to-date with industry regulations, market trends, and new product offerings to provide the best possible advice

What we're looking for

  1. Proven experience in financial planning, investment, or insurance sales, preferably in the banking and financial services industry
  2. Strong analytical and problem-solving skills to assess client needs and recommend appropriate financial solutions
  3. Excellent communication and interpersonal skills to build trust and rapport with clients
  4. A customer-centric mindset and the ability to provide a exceptional client experience
  5. A commitment to ongoing professional development and a desire to stay informed about industry changes and best practices
  6. A valid financial advisor or insurance agent license or the ability to obtain one

What we offer

At Allianz PNB Life Insurance, Inc.', we value our Intermediaries and strive to provide a supportive and rewarding work environment. As a Financial Advisor, you'll have the opportunity to build a flexible, part-time career while enjoying:

  1. Competitive commissions and performance-based incentives
  2. Comprehensive training and ongoing professional development
  3. Access to a wide range of financial products and tools to serve your clients
  4. A collaborative and supportive team environment
  5. Opportunities for career advancement within the organisation

About us

Allianz PNB Life Insurance, Inc.' is a leading provider of life insurance and financial planning solutions in the Philippines. As a joint venture between Allianz SE and Philippine National Bank, we combine global expertise with a deep understanding of the local market to deliver innovative, customer-centric products and services. Our mission is to help individuals and families achieve financial security and well-being, and we are committed to being a trusted partner in their financial journey.

If you're ready to embark on an exciting and rewarding career as a Financial Advisor, we encourage you to apply now.

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