Finance Strategist– Part-Time

Marknel Lawrence Panaglima Reyes - Insurance; Laguna; Remote; PHP 134,000 - 268,000; Part time

Job summary

Marknel Lawrence Panaglima Reyes - Insurance seeks motivated individuals to build a career in financial services as a Finance Strategist. You will help clients identify their financial needs, explain insurance options, and explore suitable protection solutions.

Open to fresh graduates and professionals, the role emphasizes client relationship management, financial planning, and ongoing training to earn licensure.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are welcome to apply.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Good communication and interpersonal skills.
• Willing to complete the required training and Insurance Agent Licensure Examination.
• Currently residing in the Philippines.

Responsibilities

• Conduct financial needs assessments and client consultations.
• Provide information about available insurance and financial protection solutions.
• Assist clients in understanding suitable options based on their needs.
• Maintain professional relationships with existing clients.
• Support clients with policy servicing and claims-related inquiries.
• Participate in required training and professional development activities.

Skills

Communication

Interpersonal skills

Education

4-year or 5-year college degree

Job description

About the Role

We are seeking motivated individuals interested in developing a career in financial services.

As a Finance Strategist, you will assist clients in identifying their financial needs, understanding insurance options, and exploring suitable financial protection solutions.

This opportunity is open to fresh graduates and working professionals who are interested in client relationship management and financial planning.

Key Responsibilities

• Conduct financial needs assessments and client consultations.

• Provide information about available insurance and financial protection solutions.

• Assist clients in understanding suitable options based on their needs.

• Maintain professional relationships with existing clients.

• Support clients with policy servicing and claims-related inquiries.

• Participate in required training and professional development activities.

Qualifications

• Graduate of a 4-year or 5-year college degree program.

• Fresh graduates are welcome to apply.

• Experience in sales, customer service, or financial services is an advantage but not required.

• Good communication and interpersonal skills.

• Willing to complete the required training and Insurance Agent Licensure Examination.

• Currently residing in the Philippines.

Work Arrangement

• Part-time arrangement.

• Flexible working schedule.

• Primarily remote setup.

Compensation and Development

• Performance-based compensation, subject to actual business results.

• Additional incentives based on applicable performance criteria.

• Training and professional development opportunities.

• Opportunities for career advancement based on qualifications and performance.

Requirements

Please refer to job description.

Financial Analysis Risk Management Tax Planning Budgeting Regulatory Compliance Strategic Planning Business Valuation Financial Reporting Investment Strategies Market Research