Finance Strategist (Remote | Part-Time / Full-Time)

Marknel Lawrence Panaglima Reyes - Insurance; Las Piñas; Hybrid; PHP 112,000 - 167,000; Part time

Benefits offered by this job

Flexible working hours

Remote work

Monthly cash incentives

Quarterly bonuses

Local travel incentives

International travel incentives

Health insurance & savings fund

Job summary

Marknel Lawrence Panaglima Reyes - Insurance is seeking licensed insurance agents/financial strategists to build an additional income stream while keeping your current job. You will attend online trainings, conduct financial planning meetings, and assist clients with policy amendments and claims.

We offer flexible hours, remote work, quarterly Makati meetings, monthly cash incentives, quarterly bonuses, travel incentives, and health insurance plus an employee savings fund.

Qualifications

• College degree required or equivalent.
• Fresh graduates are welcome to apply.
• Managerial or sales experience is a plus.
• Can commit 2–4 hours per day with no fixed schedule.
• Willing to undergo trainings and Insurance Agent Licensure Exam.
• Individuals not affiliated with any networking companies.

Responsibilities

• Attend online trainings.
• Conduct Financial Planning client meetings.
• Assist existing clients in after sales concerns such as policy amendments and claims.

Skills

Sales experience

Strong communication

Time management

Education

College graduate (4-year or 5-year course)

Fresh graduates welcome

Job description

Are you in search of Purpose, Business and Better Income? Part time or Full time, This is a great start!

Become a Licensed Insurance Agent/Financial Strategist and build an additional income stream while keeping your current job.

What We Do:

• Attend online trainings
• Conduct Financial Planning client meetings
• Assist existing clients in their after sales concerns such as policy amendments and claims.

Why Join Us:

• Potential income of Php 10,000 and up
• Flexible working hours that fit your lifestyle
• Remote work (Face-to-face meeting in Makati once every quarter)
• Monthly cash incentives for top performers
• Quarterly bonuses for reaching key targets
• Recognition and awards for achievements
• Local and international travel incentives
• Health, insurance, and employee savings fund

Qualifications:

• College graduate (4-year or 5-year course), Fresh Graduates are welcome to apply
• With managerial or sales experience is a plus
• Can commit 2–4 hours per day (no fixed schedule)
• No sales experience required
• Willing to undergo trainings and take the Insurance Agent Licensure Exam
• Individuals not affiliated with any networking companies

No need to resign from your full-time job. You may do this alongside your existing work.