Life Insurance Agent

Pru Life UK; Mandaluyong; Hybrid; PHP 180,000 - 300,000; Part time

Benefits offered by this job

Flexible work arrangements

Performance-based compensation

Professional development support

Incentives and bonuses

Job summary

A leading insurance company in Metro Manila is seeking a knowledgeable Life Insurance Agent to provide expert financial guidance to clients. The ideal candidate will assess clients' financial goals and develop customized financial plans. This role offers flexibility in work arrangements and a performance-based compensation structure with unlimited earning potential. Applicants should have a Bachelor's degree and current residency in Metro Manila or nearby areas.

Qualifications

• Bachelor's degree in any four-year course from an accredited institution.
• Must be currently residing in Metro Manila or nearby areas.

Responsibilities

• Assess clients' financial goals and situations.
• Develop customized financial plans.
• Advise clients on asset allocation.
• Monitor clients' accounts and financial plans.
• Provide up-to-date advice on financial trends.
• Maintain long-term client relationships.
• Comply with industry regulations.
• Generate new business through referrals.

Skills

Client-focused approach

Financial planning

Relationship management

Education

Bachelor's degree

Job description

Job Title

Life Insurance Agent

Location

Unit 173, 17th Floor Columbia Tower, Brgy. Wack-wack, Ortigas Ave., Mandaluyong City, National Capital Region, Philippines

Job Type

Full-time/Part-time

Job Summary

• We are seeking a knowledgeable, client-focused Life Insurance Agent to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
• This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.

Key Responsibilities

• Assess clients' financial goals, current financial situations, and risk tolerance.
• Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
• Advise clients on asset allocation, portfolio management, and investment options.
• Monitor clients accounts and regularly review financial plans to ensure goals are on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long‑term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations.
• Generate new business through referrals, networking, and prospecting.

Required Qualifications

• Bachelor's degree in any four-year course from an accredited institution.
• Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings.

Compensation & Benefits

• Flexible work arrangements available (hybrid or remote setup based on role requirements and performance).
• Performance-based compensation structure with unlimited earning potential through commissions.
• Support for professional development, including training programs and assistance with licensing requirements.
• Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements.

Seniority level

Entry level

Employment type

Part-time

Job function

Finance

Industries

Insurance