Part-time Insurance Agent

JHL Financial Solutions; Taguig; On-site; PHP 300,000 - 600,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance (HMO)

Annual Company Trip

Open Workspace

Job summary

A financial solutions provider in Taguig seeks a part-time professional with 5-10 years of experience to handle client acquisition and financial planning. The ideal candidate holds a Bachelor's degree and possesses strong networking skills. This role offers hybrid work options, a performance bonus, and opportunities for professional development while requiring a minimum commitment of 15 hours per week.

Qualifications

• 5-10 years of work experience in any field.
• Strong internet connection required.
• Willing to take Licensure Exam at Insurance Commission.
• Stable internet connection at home.
• Own laptop or smartphone for work.
• Bank Assurance experience is a plus.
• Willingness to take Licensure Exam at Insurance Commission.
• Willingness to render a minimum 15 hours per week (3 hours/day).

Responsibilities

• Client acquisition and prospecting.
• Develop customized financial plans.
• Provide proactive financial literacy education.
• Develop customized financial plans addressing wealth, risk, and retirement.
• Provide guidance on insurance, investments, savings, and estate planning.
• Monitor market trends to help clients make informed decisions.
• Offer insurance solutions to safeguard assets and financial stability.
• Recommend investment options based on goals and risk appetite.
• Assist clients with policy updates, claims, and withdrawals.
• Maintain long-term relationships through regular financial check-ups.

Skills

Lead generation

Networking

Financial literacy

Financial Planning

Insurance Knowledge

Relationship Building

Market Awareness

Lead Generation

Education

Bachelor's Degree

Tools

Laptop

Smartphone

Job description

Hybrid - Taguig 5-10 Yrs Exp Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Insurance Health & Wellness

HMO

Annual Company Trip, Open Workspace

Professional Development

Work-Life Balance

Work from Home

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.
• 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.
• 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

Working Location

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