Job Description

We are hiring for a client in the life insurance and financial services industry, seeking Financial Advisors to drive client acquisition, deliver needs-based financial solutions, and build long-term client relationships. This role focuses on helping individuals and families protect and grow their financial future through ethical advisory, consultative selling, and ongoing policy servicing.

Responsibilities

Client Prospecting & Relationship Management

• Identify and engage potential clients through referrals, personal networks, and company-led campaigns
• Build trust-based, long-term client relationships
• Maintain an active prospect database and sales pipeline

Financial Needs Analysis & Advisory

• Conduct comprehensive financial needs assessments
• Recommend appropriate insurance and financial solutions aligned with client goals and financial capacity
• Clearly explain product features, policy benefits, costs, and obligations

Sales Execution & Policy Servicing

• Present financial proposals professionally and confidently
• Ensure complete and accurate submission of applications
• Coordinate with underwriting and operations teams until policy issuance
• Provide after-sales support and respond to client policy inquiries

Compliance & Professional Standards

• Adhere to ethical selling practices and regulatory guidelines
• Ensure accurate documentation and full client disclosure
• Attend required meetings, trainings, and licensing renewals

Performance & Development

• Achieve key performance metrics, including client meetings, policies submitted and issued, annualized premium production, and client retention
• Maintain accuracy and quality of compliance records
• Participate in ongoing coaching, training programs, and professional certifications

Qualifications

• Open to fresh graduates, career shifters, and experienced professionals
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred
• Willingness to obtain and maintain the required insurance license
• Strong interpersonal, presentation, and communication skills
• Self-driven, goal-oriented, and highly motivated
• High ethical standards and client-focused mindset
• Must be based in or near Parañaque or Las Piñas for accessibility to the assigned office

Hiring Notice: This position is for an affiliated company within our group and is not a role with Global Hola. Global Hola is supporting the job posting. The process is handled confidentially, and a recruiter representing the hiring entity will reach out to shortlisted candidates.