Insurance Financial Planner

Company Description

Allianz PNB Life (AZPNB), established in 2016, is a leading life insurance provider in the Philippines, offering Variable Life products along with comprehensive life protection plans for individuals and organizations. As the fastest-growing life insurer in the country by premium income, AZPNB leverages an exclusive partnership with the Philippine National Bank (PNB) to reach customers across 600+ branches nationwide. Based in Makati City, with 11 business centers nationwide, AZPNB is backed by Allianz, the top insurer globally according to the 2022 Interbrand Best Global Brand Rankings.

Role Description

This is a part-time on-site role located in Davao for an Insurance Financial Planner. The role involves assisting clients in developing personalized financial plans, providing expert financial advice, and guiding them in selecting appropriate insurance and retirement solutions. Responsibilities also include evaluating client financial goals, offering tailored retirement planning strategies, and staying updated on financial and insurance industry trends to deliver the best services to clients.

Qualifications

• Experienced in Financial Planning and Personal Financial Planning
• Background or certification as a Certified Financial Planner (CFP) is an advantage
• Understanding of Finance and Retirement Planning principles
• Effective communication and interpersonal skills for client interaction
• Ability to work onsite at the Davao location
• Bachelor's degree in Finance, Economics, Business Administration, or a relevant field
• Experience in insurance or related industries is a plus