Insurance Sales Agent

Ace Summit Life Insurance Agency; Makati; On-site; PHP 250,000 - 500,000; Full time

Benefits offered by this job

Limitless Income Potential

Local and International Travels

Cash Incentives

Career and Personal Growth

Health Maintenance Organization (HMO)

Savings and Retirement Plan

HMO

Work-Life Balance with Time Freedom

Job summary

A financial services firm in Makati is seeking motivated individuals to assist clients in financial planning. The role involves educating clients about financial literacy, addressing their financial questions, and building long-term relationships. Candidates should have sales experience and good communication skills. The position offers limitless income potential and various benefits including local and international travel opportunities.

Qualifications

• Must be equipped with a laptop/PC with webcam and smartphone.
• Open for fresh graduates who are willing to be mentored.
• Open to fresh graduates willing to be mentored.
• Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
• Sales experience is an advantage.
• Must be equipped with a laptop/PC with webcam and smartphone
• Has good communication skills.

Responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Skills

Sales experience

Good communication skills

Education

Fresh graduates welcome

Tools

Laptop/PC with webcam

Job description

Responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Benefits

• Limitless Income Potential
• Local and International Travels
• Cash Incentives
• Awards and Recognition
• Career and Personal Growth
• Savings and Retirement Plan
• Health Maintenance Organization (HMO)
• Work-Life Balance with Time Freedom

Qualifications

• Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families.
• Open for fresh graduates who are willing to be mentored.
• Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
• Sales experience is an advantage
• Must be equipped with a laptop/PC with webcam and smartphone
• Has good communication skills