Financial Advisor (Bancassurance) l CEBU

Industry Category	Sales / Marketing	Position	Sales - Finacial Services
Recruitment Department		Number Of Recruits	several
Work Location	Cebu Cebu City	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-09-23	Valid Until	Long-term validity

The Financial Advisor is responsible for the Face to Face selling and the servicing of life insurance products such as Health, Disability, Traditional and Variable Universal Life Insurance. He/She acts as the intermediaries between Unionbank and Insular Life clients, including individuals and group. They advise customers on Insurance policies that best suit their needs and provide service to clients’ changing insurance needs by utilizing their knowledge in Financial Planning.PRINCIPAL ACCOUNTABILITIES:1. Develop lifetime customer relationships.2. Build, establish and maintain relationship with the Branch team by spearheading and participating in branch activities.3. Be an integral part of the Bancassurance team.QUALIFICATIONS:• Candidate must possess at least a Bachelor’s/College Degree, any field• At least 1 year(s) of working experience in the related field is required for this position• Past experience working in Sales (with preferred industries of automotive, pharmaceutical, retail sales, banking/financial services, real-estate, etc.) is an advantage• With good interpersonal, communications and presentation skills• Confident, with pleasing personality• Highly trainable and with good and positive attitude• Aggressive and results-oriented• Possesses high integrity

Before the dawn of the year 2017, UnionBank and Insular Life, two giants in the Philippine financial services industry came together to form a bancassurance tie-up, a distribution arrangement which allows the life insurance company to sell its products to the bank’s client base.  With a shared commitment of making the life of Filipino families prosperous and secure today and beyond, they have forged their resources to come up with insurance and investment solutions suited to one’s current needs and capabilities.With the companies’ combined financial strength, nationwide network of locations, game-changing practices and highly capable financial advisers, the Insular Life and UnionBank partnership aims to provide best-in-class bancassurance that works for Filipinos – a partnership that promises its clients a Union for Life.