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Bancassurance Growth Advisor - Protect & Build Client Wealth

Create Synergies Inc.

marawi, lanao del sur, Philippines Full-time June 05, 2026
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Opportunity Description

A financial services firm in the Philippines is seeking a financial advisor to deliver custom financial solutions focusing on insurance and investments. The role involves assessing client needs, recommending products, and building strong relationships with bank personnel for client referrals. Candidates should have a bachelor's degree in Business, Finance, or Marketing and at least 6 months of experience in the financial sector. Communication skills and a results-oriented mindset are essential, and licensing support will be provided if needed.
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