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Job Description

Company Description

Insular Life Assurance Co., Ltd. (InLife) is the first and largest Filipino life insurance company, with a history of 114 years of uninterrupted service. As the only mutual company in the Philippines, InLife is committed to helping Filipinos secure their future and live fulfilling lives. The company's mission is embodied in its mantra, #ALifetimeForGood, reflecting its dedication to creating long-term value and positive impact. With a focus on trust and reliability, InLife continues to empower individuals in achieving their financial goals.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Cebu, with flexibility for some remote work. The Financial Advisor will provide personalized financial solutions to clients, develop financial plans, and guide them on investment and retirement planning. Responsibilities include analyzing clients financial needs, offering tailored advice, and helping them achieve their financial security and goals. Strong customer relationships and in-depth knowledge of financial tools and strategies are key to succeeding in this position.

Qualifications
  • Proficiency in Financial Planning and Financing
  • Expertise in Retirement Planning and Investments
  • Experience in Financial Advisory, with the ability to deliver personalized solutions
  • Strong interpersonal and communication skills to build and maintain client relationships
  • Ability to analyze data and translate insights into actionable financial strategies
  • Preferably holds certifications or licenses in financial advisory
  • Background in finance, economics, or a related field is an advantage

More Info

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Job ID: 144098295

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