Agency Growth & Onboarding Specialist

COL Financial Group, Inc.; Metro Manila; On-site; PHP 480,000 - 720,000; Full time

Job summary

COL Financial Group, Inc. seeks a dynamic professional to drive agent recruitment and onboarding, connecting with prospects from insurance, banking, and real estate sectors. You will manage end-to-end onboarding, coordinate with Compliance, Legal, Training, and Operations, and keep leadership updated on progress.

Ideal candidates have at least 2 years in insurance-related roles, strong communication and relationship skills, and a proactive, organized mindset to build a robust agent pipeline.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Management, or related field.
• At least 2 years experience in insurance, preferably business development or agency distribution.
• Experience recruiting, onboarding, or supporting insurance agents, financial advisors, or partners is a plus.
• Candidates mainly as insurance agents/financial advisors are not preferred for this role.
• Certifications such as CUSP, CIS, or CSR are preferred but not required.
• Excellent verbal and written communication, with strong facilitation and presentation skills.
• Strong relationship-building, coordination, and stakeholder management abilities.
• Organized, reliable, proactive, and results-oriented.
• Proficient in MS Office; basic graphic design/presentation tools a plus.
• Demonstrates initiative and professionalism with a genuine helping mindset.

Responsibilities

• Identify and connect with potential agents and business prospects from various industries.
• Manage end-to-end onboarding: screening, documentation, coordination, and training.
• Coordinate with Compliance, Legal, Training, and Operations to smooth onboarding.
• Track onboarding progress and support agents to meet requirements and activation.
• Lead information sessions, presentations, and recruitment activities for agency model.
• Build and maintain a strong pipeline of prospective agents through sourcing and networking.
• Conduct initial interviews and screening of prospective agents when needed.
• Prepare regular progress updates and reports for management.
• Support initiatives related to business development, agent recruitment, and onboarding.
• Perform duties that contribute to business development and onboarding objectives.

Skills

Verbal & written communication

Facilitation & presentation

Relationship-building

Coordination

Stakeholder management

Organized & proactive

Education

Bachelor's degree in Business Administration/Marketing/Management or related field

Tools

MS Office (Word, Excel, PowerPoint)

Graphic design/presentation tools

Job description

COL Financial Group, Inc. seeks a dynamic professional to drive agent recruitment and onboarding, connecting with prospects from insurance, banking, and real estate sectors. You will manage end-to-end onboarding, coordinate with Compliance, Legal, Training, and Operations, and keep leadership updated on progress.

Ideal candidates have at least 2 years in insurance-related roles, strong communication and relationship skills, and a proactive, organized mindset to build a robust agent pipeline.