Insurance Agent

Global One Life Insurance Agency; Taguig; On-site; PHP 167,000 - 268,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Employee Recognition Program

Job summary

A financial services agency is seeking entry-level candidates in Taguig for a part-time hybrid role. Responsibilities include assisting clients with financial planning, providing investment advice, and developing financial strategies. Applicants should have a Bachelor's degree and possess strong networking and communication skills. The position offers flexibility in hours and multiple incentives, including performance bonuses and health insurance.

Qualifications

• Entry-level candidates encouraged to apply.
• Excellent communication, analytical thinking, and problem-solving skills required.

Responsibilities

• Assist clients with financial planning, provide investment advice.
• Analyze clients' financial data and goals.
• Develop comprehensive financial plans.
• Maintain client relationships and provide ongoing support.
• Maintain client relationships and offer ongoing support.
• Assist clients with retirement and estate planning.
• Stay updated on industry regulations and compliance.

Skills

Strong networking skills

People-oriented

Team player

Willingness to learn

Resilience

Proactive approach

Communication skills

Time management

Tech savvy

Customer service

Consultative sales

Education

Bachelor’s degree in any course or field

Job description

Hybrid - Taguig No Exp Required Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

• Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
• Analyze clients’ financial data and goals. Provide tailored investment and savings strategies.
• Monitor market trends and economic conditions.
• Develop comprehensive financial plans.
• Maintain client relationships and offer ongoing support.
• Assist clients with retirement and estate planning.
• Stay updated on industry regulations and compliance.
• Educational Qualifications: Bachelor’s degree in any course or field.
• Experience Level: No prior experience required; entry-level candidates encouraged to apply.
• Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth mindset-oriented mindset.
• Woking Conditions: Work from home set-up, flexible hours.
• Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.

• Communication Skills
• Time Management
• Tech Savvy
• Customer Service
• Consultative Sales

Working Location

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