Insurance Agent

MANULIFE PHILIPPINES DAVAO CITY; Davao del Sur; On-site; PHP 223,200 - 446,400; Full time

Job summary

A leading insurance firm in Davao City seeks an Insurance Agent to sell and manage insurance policies. Candidates should have strong communication skills, a high school diploma, and be able to obtain the necessary licenses. This role also involves assessing client needs and maintaining relationships. Training programs are available for those without prior experience.

Qualifications

• A high school diploma or equivalent is typically required.
• Licensing to sell insurance products is necessary.
• Previous sales experience is preferred.

Responsibilities

• Actively market and sell insurance policies.
• Evaluate clients’ insurance needs.
• Offer clients quotes and detailed coverage information.

Skills

Strong communication skills

Customer service orientation

Sales skills

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree in business or finance

Tools

Insurance software

Job description

Job Description

An insurance agent is responsible for selling, promoting, and managing insurance policies for individuals or businesses. They assess clients’ needs, recommend appropriate coverage, and help clients understand policy details. Insurance agents also maintain relationships with existing clients, assist with policy renewals, and help clients file claims when necessary.

Key Responsibilities

• Sell Insurance Products: Actively market and sell various types of insurance policies, such as health, life, auto, or property insurance, to individuals or businesses.
• Assess Clients' Needs: Evaluate clients’ insurance needs by understanding their personal or business circumstances, and recommend suitable coverage options.
• Provide Quotes and Information: Offer clients quotes based on their needs, explaining coverage options, terms, and premiums in detail.

Qualifications

• Education: A high school diploma or equivalent is typically required. A bachelor’s degree in business, finance, or a related field can be beneficial.
• Licensing: In most regions, insurance agents must obtain the appropriate state or national license to sell insurance products. The specific licensing requirements vary based on the type of insurance being sold (e.g., life, health, auto).
• Experience: Previous experience in sales, customer service, or a related field is often preferred, though many insurance companies offer training programs.
• Skills: Strong communication and interpersonal skills to build trust with clients; Ability to assess clients’ needs and explain complex insurance products in a simple, understandable way; Good sales skills and a target-driven mindset; Organizational skills to handle multiple clients and policies at once; Attention to detail to ensure policies are accurately processed; Customer service orientation; Technical skills: basic computer skills and familiarity with insurance software or systems used to manage policies and client information.

HR Officer: MANULIFE PHILIPPINES, DAVAO CITY

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