Agency Partner

Allianz PNB Life Insurance - Cagayan de Oro City; Misamis Oriental; On-site; PHP 223,200 - 401,760; Full time

Benefits offered by this job

Flexible hours

Work from home

Job summary

Allianz PNB Life Insurance – Cagayan de Oro City invites aspiring financial advisors to join our customer-focused team. No prior experience required; we provide comprehensive training and licensure support to help you build a rewarding career in life insurance.

You will identify prospective clients, tailor financial plans, and nurture long-term relationships through online or in-person meetings. Flexible hours and work-from-home options support work-life balance while you develop essential sales

Qualifications

• Willlingness to take the insurance licensure exam
• Comprehensive training will be provided

Responsibilities

• Identify and engage with prospective clients
• Provide personalized financial guidance and advice tailored to clients' needs
• Analyze clients' financial situations and investment objectives to develop comprehensive financial plans and strategies
• Continuously monitor and adjust clients' portfolios to ensure alignment with their goals
• Educate clients on various financial products and market trends
• Foster strong, long-term relationships with clients
• Stay up-to-date with industry developments and regulatory changes

Skills

Interpersonal skills

Communication skills

Active listening

Attention to detail

Job description

Job Description

Professional Development

Work-Life Balance

Flexible Hours, Work from Home

Key Responsibilities:

• Identify and engage with prospective clients
• Provide personalized financial guidance and advice tailored to clients' needs
• Analyze clients' financial situations and investment objectives to develop comprehensive financial plans and strategies
• Continuously monitor and adjust clients' portfolios to ensure alignment with their goals
• Educate clients on various financial products and market trends
• Foster strong, long-term relationships with clients
• Stay up-to-date with industry developments and regulatory changes

Requirements:

• Willingness to take the insurance licensure exam
• No prior experience required; comprehensive training will be provided

Essential Skills:

• Excellent interpersonal and communication skills for effective client interactions

Working Conditions:

• Client meetings can be conducted online or in-person

Desirable Traits:

• Entrepreneurial mindset and a proactive approach to client acquisition and relationship-building

Prospecting Sales Pipeline Written and Verbal Communication Skills Interpersonal Skills Communication Skills Active Listening Target Driven Attention to Details