Company Description
Insular Life Assurance Co., Ltd. (InLife) is the first and largest Filipino-owned life insurance company, serving the community for over 114 years with unwavering dedication. As the only mutual life insurer in the Philippines, InLife is committed to helping Filipinos secure a bright future and achieve their financial goals. With a mission to help families live #ALifetimeForGood, the company ensures its policyholders and clients receive reliable financial services designed for long-term growth and protection.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Metro Manila. The Financial Advisor will guide clients in making informed financial decisions, develop tailored financial plans, and assist with investments, retirement planning, and insurance products. The role includes analyzing financial situations, proposing suitable strategies, building long-term client relationships, and staying updated on financial trends to better serve client needs.
Qualifications
- Solid experience in Financial Planning and Retirement Planning
- Knowledge of Finance and Investments strategies and tools
- Proven expertise in Financial Advisory, including personalized client consultation
- Excellent interpersonal, communication, and relationship-building skills
- Goal-oriented with a strong sense of responsibility and accountability
- Ability to stay informed about financial markets and product developments
- Bachelor's degree in Finance, Economics, Business, or related field preferred
- Relevant certifications (e.g., Registered Financial Planner) are a plus
