Sales Agent

Insular Life Assurance Co., Ltd.; Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

Insular Life Assurance Co., Ltd. in Manila seeks a full-time Sales Agent to identify prospective clients, present life insurance and financial solutions, and guide customers in choosing products to meet their goals.

You will conduct client meetings, follow up on leads, and prepare proposals while processing applications and servicing policies. The role emphasizes maintaining strong customer relationships, providing after-sales support, and participating in sales campaigns and branch activities.

Qualifications

• Strong communication and written skills for client interactions.
• Proven customer service ability and trust-building with clients.
• Sales skills including prospecting, negotiation, and closing.

Responsibilities

• Identify prospective clients and present life insurance and financial solutions.
• Prepare proposals and process applications and policy servicing requests.
• Maintain relationships and support customers post-sale, including campaigns and branch activities.

Skills

Communication skills

Customer service

Sales skills

Insurance knowledge

Training participation

Integrity & professionalism

Computer literacy

Education

Bachelor's degree preferred

Tools

CRM tools

Office applications

Job description

Company Description

Insular Life Assurance Co., Ltd. (InLife) is the first and largest Filipino life insurance company, with 114 years of continuous service. As the only mutual life insurance company in the Philippines, it is owned by its policyholders and focuses on long-term value and security. InLife is dedicated to helping Filipinos prepare for the future through reliable protection, savings, and investment solutions. The company promotes the vision of living "A Lifetime for Good," emphasizing financial wellness and meaningful impact in the communities it serves.

Role Description

This is a full-time, on-site Sales Agent role based in Manila. The Sales Agent is responsible for identifying prospective clients, presenting life insurance and financial solutions, and guiding customers in selecting products that meet their needs and goals. Day-to-day activities include conducting client meetings, following up on leads, preparing proposals, and processing applications and policy servicing requests. The role involves maintaining strong customer relationships, providing after-sales support, and participating in sales campaigns and branch activities. Sales Agents may also attend regular training sessions to stay updated on products, compliance requirements, and best practices in the insurance industry.

Qualifications

• Strong Communication skills, including clear verbal and written interaction with clients and team members.
• Proven Customer Service skills, with the ability to build trust, handle inquiries, and provide responsive support.
• Sales skills, including prospecting, negotiation, and closing, with a focus on achieving and exceeding targets.
• Knowledge of Insurance concepts, products, and regulatory requirements, or willingness to learn through company training.
• Ability to participate in and benefit from Training programs, including product knowledge and sales development.
• Goal-oriented mindset, strong integrity, and professionalism in handling confidential financial information.
• Basic computer literacy for using CRM tools, email, and office applications.
• Preferably a bachelor's degree in Business, Marketing, Finance, or a related field; relevant sales or financial services experience is an advantage.