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Open nowFirst seen 3 days ago

BANCASSURANCE SALES

HRTX220 open roles

Where
Metro Manila, Philippines
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Your applicationOpen nowBANCASSURANCE SALESHRTX · Metro Manila, Philippines

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on HRTX's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

WE ARE LOOKING FOR AN INSURANCE AGENT / BANCASSURANCE / FINANCIAL ADVISOR FOR ONE OF THE TOP BANK - INSURANCE IN THE PHILIPPINES.

Type: Full time

Job description

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The Financial Advisor will be responsible for assessing clients' financial needs, developing customized financial plans, and providing guidance on investments, insurance, retirement planning, and other financial services. The ideal candidate will build long-term relationships and help clients make informed financial decisions to achieve their goals.

Key Responsibilities:

  • Meet with clients to assess their financial situation, goals, and risk tolerance.
  • Develop and recommend personalized financial plans and investment strategies.
  • Provide advice on retirement planning, insurance, tax strategies, estate planning, and savings goals.
  • Regularly review and adjust financial plans based on client progress and market changes.
  • Maintain up-to-date knowledge of financial products, market trends, and regulations.
  • Build and maintain strong client relationships through regular communication and follow-up.
  • Ensure compliance with all industry regulations and company policies.
  • Identify opportunities for new business and client referrals.

Salary: Depending on years of experience:

Benefits

  • Rice Subsidy
  • Guaranteed 14th month pay
  • Mobile Allowance
  • Christmas Gift
  • + Variable Pay
  • Upon hiring, HMO with annual cover of 1M. + 2 qualified dependents.
  • Leave credits: 15 SL, 15 VL, 1 Birthday Leave, 4 days emergency / bereavement leave.

Location: Available Bank Sites in Metro Manila

Financial Advisor

  • Bachelor's Degree
  • 6 months to 1 year

Senior Financial Advisor

  • Bachelor's Degree
  • With experience in Insurance Company
  • 2-3 years of experience

Executive Financial Advisor

  • Bachelor's Degree
  • 4 years experience
  • ++ Mandarin/Fukien for Binondo site
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