Company Description
Allianz PNB Life (AZPNB) is one of the major life insurers in the Philippines, offering Variable Life products and Life protection offerings for individuals and institutions. Headquartered in Makati City, Allianz PNB Life is the fastest-growing life insurance company in the country in terms of premium income. With 11 business centers nationwide and an exclusive distribution partnership with the Philippine National Bank (PNB), we serve a broad base of Filipinos through over 600 branches.
Role Description
This is a full-time hybrid role for a Financial Advisor at Allianz PNB Life in Bacoor, with flexibility for remote work. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations to clients. The role involves evaluating clients financial situations, recommending appropriate financial products, and assisting clients in achieving their financial goals.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Financial Advisory skills
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Ability to work independently and in a team
- Relevant certifications such as CFP, CFA, or equivalent
