Financial Advisor

Prime Summit Life Insurance Agency – Margelyn Fajardo; Pasig; Hybrid; PHP 334,800 - 558,000; Part time

Benefits offered by this job

Flextime

Work from home

Commission

Quarterly performance bonus

Cash incentives

Life insurance

Health insurance

Opportunities for promotion

Job summary

A leading insurance firm in the Philippines is looking for Financial Sales Associates to conduct cold calls, set meetings, and present insurance products. Candidates should possess a Bachelor's degree and demonstrate strong interpersonal and communication skills. Flexibility in work hours, with potential earnings from ₱30,000 to ₱50,000/month, makes this opportunity appealing for both full-time and part-time applicants. The role also includes training and development opportunities.

Qualifications

• Willing to undergo training and coaching.
• Ability to work independently and within a team.
• Knowledgeable in Excel, Word, PowerPoint.

Responsibilities

• Conduct cold calls to prospect clients.
• Initiate client meetings for financial planning.
• Identify clients' financial status for insurance plans.
• Present Prulife UK products to prospective clients.
• Conduct financial reviews with existing clients.

Skills

Interpersonal skills

Communication skills

Teamwork

MS Windows applications

Education

Bachelor’s degree in any field

Tools

Laptop

Smartphone

Job description

Financial Sales Associate

What's in it for you?

• Flextime
• Work from home
• Commission
• Quarterly performance bonus
• Cash incentives
• Life insurance
• Report only 2–3 times a month in the office
• Learning opportunities and in-house training
• Part-timers can earn as much as 15k and up per month depending on production

Minimum Qualifications:

• Bachelor’s degree in any field
• Preferably with a laptop and a smartphone
• With or without sales experience, willing to undergo training and coaching
• Knowledgeable in using MS Windows applications (Excel, Word, PowerPoint)
• Team player with the ability to work productively within a group and maintain a high degree of independence
• Excellent interpersonal skills with the ability to build a partnership with clients
• Good verbal and written communication skills

Job Types:

Full-time, Part-time, Contract, New-Grad

Salary:

₱30,000–₱50,000/month (Full-time/Part-time)

Pay:

₱40,000–₱60,000/month

Expected hours:

3–15 per week

Benefits:

• Flexible schedule
• Flextime
• Health insurance
• Opportunities for promotion
• Work from home

Key Responsibilities:

• Responsible for conducting cold calls to prospect clients
• Initiate in setting client meetings for financial planning
• Identify the financial status of clients by determining investment risk profile, income, expenses, savings, and other information needed to develop a sound insurance plan
• Present products and services of Prulife UK to prospective clients
• Conduct financial review with existing clients