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🥝 Financial Advisors (Affiliated Company)

Global Hola | parañaque, Philippines | Posted June 08, 2026

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, ...

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