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

Marknel Lawrence Panaglima Reyes - Insurance; Olongapo; Remote; PHP 112,000 - 223,000; Part time

Benefits offered by this job

Monthly cash incentives

Quarterly bonuses

Remote work

Flexible hours

Health insurance

Employee savings fund

Travel incentives

Job summary

Marknel Lawrence Panaglima Reyes - Insurance is looking for Licensed Insurance Agent/Financial Strategist to help generate additional income while keeping your current job. This role offers both part-time and full-time options with remote work and quarterly face-to-face meetings in Makati.

You will attend online trainings, conduct financial planning meetings, and assist clients with post-sale needs such as policy amendments and claims.

Qualifications

• College graduate (4-year or 5-year course)
• Willing to undergo trainings and take the Insurance Agent Licensure Exam
• No sales experience required
• Individuals not affiliated with any networking companies
• Can commit 2-4 hours per day (no fixed schedule)

Responsibilities

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

Skills

Sales experience

Time management

Education

College degree

Tools

Insurance software

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.