Insurance Agent

Macasaet James Jasper Cetron (Team Kline); Makati; On-site; PHP 334,800 - 502,200; Full time

Job summary

A leading insurance firm in the Philippines is seeking motivated individuals to develop and maintain relationships with clients. The ideal candidate will advise clients on insurance products, assist in claims, and promote products to expand the client base. A Bachelor’s degree in Business or Finance and 1-3 years of relevant experience are required. Join a dynamic team with flexible working conditions.

Qualifications

• 1–3 years of experience in insurance sales or financial services.
• Motivated, self-driven, and customer-oriented.

Responsibilities

• Develop and maintain relationships with clients to understand their insurance needs.
• Advise clients on various insurance products and policies suitable to their financial goals.
• Assist clients in filing claims and managing their portfolios.
• Stay updated on industry trends and changes in insurance regulations.
• Promote and sell insurance products to expand the client base.

Skills

Strong interpersonal and communication skills

Proficiency in wealth management and stock trading

Education

Bachelor’s degree in Business, Finance, or a related field

Job description

• Develop and maintain relationships with clients to understand their insurance needs.
• Advise clients on various insurance products and policies suitable to their financial goals.
• Assist clients in filing claims and managing their portfolios.
• Stay updated on industry trends and changes in insurance regulations.
• Promote and sell insurance products to expand the client base.

Requirements

• Educational Qualifications: Bachelor’s degree in Business, Finance, or a related field.
• Experience Level: 1–3 years of experience in insurance sales or financial services.
• Skills and Competencies: Strong interpersonal and communication skills.
• Skills and Competencies: Proficiency in wealth management and stock trading.
• Qualities and Traits: Motivated, self-driven, and customer-oriented.
• Responsibilities and Duties: Ability to work independently and as part of a team.
• Working Conditions: Fast-paced environment with the potential for flexible hours.