Finance Strategist– Part-Time

Marknel Lawrence Panaglima Reyes - Insurance; Tangob; Remote; PHP 223,000 - 502,000; Full time

Job summary

Marknel Lawrence Panaglima Reyes - Insurance is seeking motivated individuals to build a career in insurance and financial services. You’ll assist clients in understanding financial needs, present suitable insurance solutions, and maintain positive relationships.

Fresh graduates are welcome, with training and licensing support provided. The role offers part-time and full-time opportunities with a primarily remote work setup and flexible hours, allowing you to manage responsibilities while

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are encouraged to apply.
• Good communication and interpersonal skills.
• Sales or customer service experience is an advantage but not required.
• Willing to undergo training and complete the required licensing examination.
• Self-motivated and capable of working independently.
• Must be currently residing in the Philippines.

Responsibilities

• Participate in training and professional development activities.
• Conduct client consultations and financial needs assessments.
• Present suitable insurance solutions based on client requirements.
• Assist clients with policy-related inquiries and servicing concerns.
• Build and maintain professional relationships with clients.
• Complete necessary documentation and administrative requirements.

Skills

Communication skills

Interpersonal skills

Self-motivated

Independent worker

Willing to train

Education

4-year or 5-year college degree

Job description

Job Description

We are looking for motivated individuals interested in building a professional career in the insurance and financial services industry.

The role involves assisting clients in understanding their financial needs, providing information about available insurance solutions, and maintaining positive client relationships.

This opportunity is open to fresh graduates and experienced professionals who are willing to undergo training and develop their skills in financial services.

Key Responsibilities

• Participate in training and professional development activities.

• Conduct client consultations and financial needs assessments.

• Present suitable insurance solutions based on client requirements.

• Assist clients with policy-related inquiries and servicing concerns.

• Build and maintain professional relationships with clients.

• Complete necessary documentation and administrative requirements.

Qualifications

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

• Fresh graduates are encouraged to apply.

• Good communication and interpersonal skills.

• Sales or customer service experience is an advantage but not required.

• Willing to undergo training and complete the required licensing examination.

• Self-motivated and capable of working independently.

• Must be currently residing in the Philippines.

Work Arrangement

• Part-time and full-time opportunities available.

• Primarily remote work arrangement.

• Flexible working hours based on individual availability and responsibilities.

Compensation and Professional Development

• Commission-based compensation according to individual performance.

• Performance incentives may be available, subject to qualification.

• Training and mentorship support.

• Opportunities for professional development and career advancement.