Financial Advisor

2 days ago

Makati City, National Capital Region, Philippines HR TechX Corp. Full time

The Financial Solutions Specialist plays a key role by providing tailored insurance and investment solutions to bank clients. Assigned within partner bank branches, this role focuses on building strong relationships with bank personnel and customers, understanding clients financial goals, and delivering suitable financial products while consistently meeting sales targets and compliance standards.

Key Responsibilities

  • Promote and sell life insurance and investment products to bank clients.
  • Conduct financial needs analysis to recommend appropriate financial solutions.
  • Build and maintain strong working relationships with bank staff to generate leads and referrals.
  • Manage client relationships from initial engagement through after-sales service and policy servicing.
  • Ensure high levels of customer satisfaction, retention, and trust.
  • Attend required training sessions, product briefings, and sales meetings.
  • Prepare and submit accurate sales reports, forecasts, and activity updates.
  • Ensure full compliance with regulatory requirements, company policies, and ethical sales standards.
  • Represent bank professionally within the assigned bank branch at all times.

Qualifications

  • Bachelors degree in Business, Finance, Marketing, or a related field.
  • At least 6 months of experience in sales, banking, insurance, or customer service (preferred).
  • Strong communication, negotiation, and interpersonal skills.
  • Highly motivated, customer-focused, and results-driven.
  • Ability to work independently and collaborate effectively with bank partners and internal teams.
  • Willing to be assigned to designated bank branches.

Benefits

  • Competitive base salary with commissions and performance incentives.
  • Comprehensive training and professional development programs.
  • Access to a wide client base through established bank partnerships.
  • Health, wellness, and insurance benefits.
  • Clear career growth opportunities within a global financial services organization.

  • Financial Advisor

    2 days ago

    Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

    Company DescriptionThe Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.Role DescriptionMeet with clients face-to-face or online for consultations on financial...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Financial ConsultantAdvisor Full time

    Job DescriptionThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time

    Our company is looking for a dedicated and experienced Financial Advisor to join our team. In this role, you will provide personalized financial planning and insurance solutions to clients, helping them achieve their short- and long-term financial goals.Key Responsibilities:Conduct comprehensive financial needs analyses for individual and business...

  • Financial Advisor

    2 days ago

    Quezon City, National Capital Region, Philippines ECLARO Full time

    Role: Financial AdvisorRole DescriptionThe Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. Some remote work is acceptable for this role.Products to be sold: Investments, Stock and Asset management, Mutual funds, Insurance etc.Qualifications4 year...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines J Anthony Management Consultants, Inc. Full time

    Client:Multinational Insurance CompanyPosition:Financial Advisor - BancassuranceResponsibilitiesPromote and maintain the reputation of the insurance company and banking partner.Responsible in building relations to bank partners/referrers for the purpose of generating leads, and maintaining on track on the bancassurance operations.Conduct needs based selling...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Skyeline Summit Life Insurance Agency Full time

    Our company is looking for a dedicated and experienced Financial Advisor to join our team. In this role, you will provide personalized financial planning and insurance solutions to clients, helping them achieve their short- and long-term financial goals.Key Responsibilities:Conduct comprehensive financial needs analyses for individual and business...

  • Financial Advisor

    2 days ago

    Marikina City, National Capital Region, Philippines John Kenneth Dublan Insurance Agent Services Full time

    Urgent Hiring | Financial Advisor at Pru Life UK Work from Home | No Experience Needed | Fresh Graduates Welcome About the RoleAs a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients'...

  • Part-time Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time

    Company DescriptionSpread financial literacy and build trust with clients through education, transparency, and personalized service. Wolf Summit Life Insurance Agency is dedicated to helping clients make informed financial decisions. Our mission is to empower individuals with the knowledge and tools they need to achieve their financial goals. We prioritize...

  • Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time

    Looking to glow up your career?You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect their dreams, you get to make your own happen—unlimited variable pay, travel opportunities and rewards are just...

  • Part-time Financial Advisor

    2 days ago

    Makati City, National Capital Region, Philippines Wolf Summit Life insurance Agency Full time

    Company DescriptionWolf Summit Life Insurance Agency is committed to spreading financial literacy and building trust with clients through education, transparency, and personalized service. We aim to empower individuals with the knowledge and resources to achieve their financial goals. Our agency prioritizes client education to ensure informed decision-making...