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Financial Advisor

37 minutes ago

Makati City, National Capital Region, Philippines HRTX Full time

Financial Solutions Specialist

Location: Ayala Center, Makati

Work Setup: Full Onsite

Schedule: Day Shift | 8:00 AM – 5:00 PM

Job Description

The Financial Solutions Specialist (Financial Advisor) plays a key role in 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 the bank professionally within the assigned bank branch at all times.

Qualifications

  • Bachelor's 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 (Mandarin).
  • 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.

Job Type: Full-time

Benefits:

  • Health insurance
  • Opportunities for promotion
  • Pay raise

Application Question(s):

  • How much is your expected salary?
  • Are you fluent in mandarin?
  • How many years of experience do you have in sales, banking, insurance, or customer service?

Work Location: In person