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

Marknel Lawrence Panaglima Reyes - Insurance; San Jose del Monte; Remote; PHP 112,000 - 223,000; Full time

Benefits offered by this job

Monthly incentives

Quarterly bonuses

Travel incentives

Health insurance

Employee savings fund

Flexible working hours

Job summary

Marknel Lawrence Panaglima Reyes - Insurance is seeking licensed insurance agents to join as Licensed Insurance Agent/Financial Strategist. Part-time or full-time roles offer flexible hours and remote work, with quarterly in-person meetings in Makati.

Build an additional income stream while keeping your current job. Attend online trainings, conduct client financial planning meetings, and assist existing clients with policy amendments and claims.

Qualifications

• College graduates welcome; training provided for licensure.
• Willing to undergo trainings and take the Insurance Agent Licensure Exam.
• Can commit 2-4 hours per day with no fixed schedule.
• No sales experience required.
• 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.

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.