Remote Finance Strategist (Part-Time)

Marknel Lawrence Panaglima Reyes - Insurance; Laguna; Remote; PHP 134,000 - 268,000; Part time

Job summary

Marknel Lawrence Panaglima Reyes - Insurance seeks motivated individuals to build a career in financial services as a Finance Strategist. You will help clients identify their financial needs, explain insurance options, and explore suitable protection solutions.

Open to fresh graduates and professionals, the role emphasizes client relationship management, financial planning, and ongoing training to earn licensure.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are welcome to apply.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Good communication and interpersonal skills.
• Willing to complete the required training and Insurance Agent Licensure Examination.
• Currently residing in the Philippines.

Responsibilities

• Conduct financial needs assessments and client consultations.
• Provide information about available insurance and financial protection solutions.
• Assist clients in understanding suitable options based on their needs.
• Maintain professional relationships with existing clients.
• Support clients with policy servicing and claims-related inquiries.
• Participate in required training and professional development activities.

Skills

Communication

Interpersonal skills

Education

4-year or 5-year college degree

Job description

Marknel Lawrence Panaglima Reyes - Insurance seeks motivated individuals to build a career in financial services as a Finance Strategist. You will help clients identify their financial needs, explain insurance options, and explore suitable protection solutions.

Open to fresh graduates and professionals, the role emphasizes client relationship management, financial planning, and ongoing training to earn licensure.