Financial Advisor

Company Description Allianz PNB Life (AZPNB), established in 2016, is one of the major life insurers in the Philippines and the fastest-growing in terms of premium income. The company specializes in Variable Life products, supported by a full suite of life protection solutions for both individuals and institutions. Headquartered in Makati City, Allianz PNB Life operates 11 additional business centers and reaches customers nationwide through an exclusive distribution partnership with Philippine National Bank (PNB) across more than 600 branches. As part of Allianz, the #1 insurer worldwide in the 2022 Interbrand Best Global Brand Rankings, AZPNB offers strong brand stability, global expertise, and growth opportunities for professionals. The company is committed to transparent customer support, including a clearly defined Consumer Assistance Process and timeline.

Role Description This is a part-time remote role for a Financial Advisor at Allianz PNB Life. The Financial Advisor will help clients identify and prioritize their financial goals, provide guidance on financial planning, and recommend suitable life insurance and investment solutions based on individual needs. Daily responsibilities include conducting online client consultations, assessing risk profiles, preparing tailored financial plans, and explaining product features and benefits in clear, accessible language. The role also involves maintaining long-term client relationships, monitoring portfolio performance, updating clients on market developments, and ensuring compliance with company policies and regulatory requirements. Advisors are expected to collaborate with internal teams, use digital tools for client engagement, and uphold Allianz PNB Life's standards of professionalism and ethical conduct.

Qualifications

• Strong foundation in Finance and Investments, with the ability to interpret financial information and explain options to clients in a straightforward manner.
• Proficiency in Financial Planning and Financial Advisory, including assessing client needs, crafting personalized strategies, and recommending appropriate solutions.
• Knowledge of Retirement Planning, with the capability to design long-term plans that address income security, risk management, and wealth preservation.
• Excellent communication and interpersonal skills, with the ability to build trust, conduct virtual consultations, and present complex concepts clearly.
• Highly organized, self-motivated, and comfortable working independently in a remote, part-time setting while meeting performance and service standards.
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred; relevant certifications (e.g., financial planning or investment advisory credentials) are an advantage.
• Prior experience in insurance, banking, or financial services is beneficial, along with familiarity with Philippine regulatory requirements and compliance practices.