First, I’d like to congratulate you. As a Financial Advisor in Insular Life for more than ten (10) years now and I am very grateful and blessed that I am part of this company. You made the right decision of becoming an Insular Life Financial Advisor. Insular Life is short for Insular Life, the Top 1 Filipino Life Insurance Company in the Philippines. Insular Life is also the owner of Insular Life Healthcare, a health insurance company that offers health cards for individuals and business. It is also a part owner of Mapfre Insular, that is a nonlife insurance company which offers car insurance, property insurance, travel insurance and more. Lastly, Insular Life owns a portion of Union Bank one of the Philippines’ top bank.
Now there are only three (3) remaining simple steps for you to be a full pledged Insular Life Financial Advisor:
1. Attend an Insular Life career discussion
This career discussion will help you understand the career more and how you can be successful as a financial advisor. This is also our way to understand your why and know your goals in becoming a financial advisor so that we can help you achieve those. To attend our online career discussion, register in this link: Advisor Quiz – Are You Fit To Be A Financial Advisor?
2. Attend a review session and Pass Insurance Licensing Exam
We financial advisors are licensed professionals. You have to pass Insurance Commission’s Licensure Exam before you can offer financial advisory services to your clients. The review session is very convenient. It is done mostly online. There, helpful review materials will also be given to you. With Insular Life having the best trainers, we are sure that you will pass the licensure exam.
There are two examinations for financial advisors:
1. Traditional Exam – Group Insurance for companies and pure insurance products
2. VUL (Variable) Exam – Recommended for new advisors to take because you can sell both insurance and investment
There are two options for the exam:
a. Face to Face exam
b. Online Exam (which will need you to have a working laptop w/ camera and internet connection of at least 2 MBPS)
Insurance Commission’s Exam is 50 questions multiple choice.
3. Be a licensed financial advisor
The third and last step is to submit all your licensing documents. The following are the documents that you need to submit:
a. Official Receipt for License Fee (Separate for VUL & Traditional) Payment of License fee of P1,545 for Traditional License and P1,745 for VUL License
b. Recent 1×1 colored ID Photo in High Definition white background
c. Proof of Tax Identification Number (Card or BIR Form duly-received by BIR)
d. Proof of SSS Membership (except Unified Multi-Purpose ID)
e. Latest Income Tax Return or BIR Form 2316 if employed
f. Additional requirements may be needed if you are a government employee
What are you waiting for, complete these 3 simple steps and you are on your way to achieve you dreams.
Join Team Aetos Financial and become a financial advisor of Insular Life! Take the are you fit to be a financial advisor quiz below now!
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