Insurance Agent

Investing Right Insurance Agency; Mandaluyong; Hybrid; PHP 25,000 - 40,000; Full time

Job summary

A financial services agency in Mandaluyong is seeking fresh graduates for a full-time role focused on financial planning. Responsibilities include client consultations and developing strategic plans tailored to client goals. Candidates should possess a Bachelor's degree, and must have a stable internet connection. This hybrid position allows flexibility in work arrangements.

Qualifications

• Graduate of any Bachelor’s degree program is a must.
• Must reside in the Philippines.
• Requires stable internet connection.
• Open to fresh graduates.

Responsibilities

• Meet with clients face-to-face or online for consultations.
• Develop strategic financial plans for clients.
• Evaluate and recommend insurance products.
• Perform policy reviews to reassess financial situations.

Skills

Financial planning

Client consultations

Investment strategies

Education

Bachelor’s degree

Tools

Desktop

Laptop

Tablet

Smartphone

Job description

Hybrid - Mandaluyong Fresh Graduate/Student Bachelor Full-time

Overview

Hybrid work arrangement in Mandaluyong. Open to fresh graduates and students pursuing a Bachelor’s degree. Employment type: Full-time.

Responsibilities

• Meet with clients face-to-face or online for consultations on financial planning and investment strategies
• Develop strategic financial plans to help clients achieve their goals
• Evaluate and recommend insurance products tailored to clients' goals
• Perform policy reviews to reassess financial situations and re-strategize

Qualifications

• Graduate of any Bachelor’s degree program (A MUST)
• Residing in the Philippines
• Has stable and reliable Internet connection
• Any of the following: Desktop, Laptop, Tablet or Smartphone
• OPEN TO FRESH GRADUATE
• PART TIME OR FULL TIME
• MANAGERIAL POSITION
• ANY BACHELOR'S DEGREE HOLDER
• LIVING IN NCR OR NEARBY PROVINCES
• CAN ATTEND ONLINE MEETINGS AND TRAININGS

Working Location

Unit 05, 6th Floor, The Aster Business Centre (Litton & Co., Inc., Mandala Park), Mandaluyong, 1552 Metro Manila, Philippines

Notice

If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who withholds your ID, requires you to provide a guarantee or collects property, please report it immediately.