Financial Advisor

2 days ago

Manila, National Capital Region, Philippines Insular Life Assurance Co., Ltd. Full time ₱900,000 - ₱1,200,000 per year

Company Description

InLife, or Insular Life Assurance Co., Ltd., is the first and largest Filipino life insurance company. With 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live fulfilling lives under their #ALifetimeForGood campaign.

Role Description

This is a full-time on-site role for a Financial Advisor based in the National Capital Region, Philippines. The Financial Advisor will be responsible for providing clients with sound financial advice and planning services. Daily tasks include financial planning, retirement planning, and advising clients on investments and financial products. The role requires client meetings, portfolio assessments, and continuous tracking of financial markets and trends.

Qualifications

  • Skills in Financial Planning, Retirement Planning, and Financial Advisory
  • Experience in Finance and Investments
  • Strong analytical and decision-making skills
  • Excellent interpersonal and communication skills
  • Ability to work on-site in the National Capital Region, Philippines
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant certification (such as CFP) is a plus

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