Location
, metro manila, philippines
Job Type
Full-time
Posted
June 19, 2026
Job Description
WE ARE LOOKING FOR AN INSURANCE AGENT / BANCASSURANCE / FINANCIAL ADVISOR FOR ONE OF THE TOP BANK - INSURANCE IN THE PHILIPPINES.
Type: Full time
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 revie...