Part-time Insurance Agent

JHL Financial Solutions; Makati; On-site; PHP 334,800 - 558,000; Part time

Job summary

A financial services firm in Metro Manila is seeking experienced financial advisors. The role involves client acquisition, developing customized financial plans, and maintaining strong client relationships. Candidates should possess a Bachelor's degree and have 5 to 10 years of relevant experience. Familiarity with insurance and compliance with industry standards is essential.

Qualifications

• 5-10 years work experience in any field.
• Ability to generate leads and network.
• Strong internet connection and gadget availability.

Responsibilities

• Acquire and connect with potential clients through various methods.
• Develop and implement customized financial plans.
• Maintain long-term client relationships and provide after-sales service.

Skills

Client Acquisition

Financial Planning

Investment Recommendation

Relationship Management

Financial Compliance

Education

Bachelor's Degree

Job description

Responsibilities

• Client Acquisition & Prospecting
• Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
• Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
• Present and explain financial products and services, demonstrating how they align with client needs.
• Financial Planning & Advisory Services
• Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
• Provide expert guidance on insurance, investments, savings, and estate planning strategies.
• Monitor market trends and economic changes to help clients make informed decisions.
• Product Recommendations & Implementation
• Offer insurance solutions (life, health, business, and income protection) to safeguard clients’ assets and financial stability.
• Recommend investment options (mutual funds, stocks, bonds, etc.) based on financial goals and risk appetite.
• Assist clients in setting up financial products, ensuring compliance with regulatory and ethical standards.
• Relationship Management & After-Sales Service
• Maintain strong long-term relationships with clients through regular financial check-ups and strategy reviews.
• Assist clients with policy updates, claims processing, beneficiary changes, and withdrawals.
• Provide proactive financial literacy education to help clients make sound financial choices.
• Compliance & Professional Development
• Stay updated on financial regulations, market trends, and new products to provide accurate advice.
• Ensure all transactions and recommendations comply with industry laws and ethical standards.
• Continuously improve knowledge through certifications, training, and professional development.

Qualifications

• Must be a Bachelor's Degree
• With at least 5 to 10 years work experience in any field
• Must be able to generate leads and network for prospect list
• Must have strong internet connection at home
• Must have available gadget to use like laptop / Smart Phone
• Former Bank Assurance Experience is PLUS
• Must be willing to take Licensure Exam at Insurance Commission
• Must be willing to render a minimum 15 hours a week or 3 hours a day