Sales Associate

Stratton Insurance Agency; Muntinlupa; Hybrid; PHP 223,000 - 402,000; Full time

Job summary

Stratton Insurance Agency is seeking a Sales Associate for a hybrid role based in Muntinlupa City. The position involves identifying prospective clients, explaining non-life insurance products, and recommending coverage options aligned with client needs and budgets.

You will generate leads, conduct consultations, prepare quotations, process applications, and maintain accurate records while coordinating with underwriting and support teams, with a focus on renewals and ongoing customer service.

Qualifications

• Strong sales and customer service skills with the ability to build rapport and assess client needs.
• Solid communication and interpersonal skills, including written communication.
• Basic financial and insurance knowledge and willingness to learn non-life products.
• Organizational and time-management skills for managing multiple client accounts.
• Comfort with technology and office tools such as CRM systems and online meetings.
• Ability to work effectively in a hybrid setup with on-site and remote colleagues.

Responsibilities

• Identify prospective clients and generate leads.
• Explain non-life insurance products and tailor recommendations to client budgets.
• Prepare quotations and process applications.
• Maintain accurate records of client interactions.
• Coordinate with underwriting and support teams on policy terms.
• Follow up on renewals and provide ongoing client service.

Skills

Strong sales & customer service

Communication & interpersonal skills

Insurance product knowledge

Organizational & time management

Tech savvy (CRM, office tools)

Hybrid work setup adaptability

Education

High school diploma

College degree preferred

Tools

CRM systems

Job description

Company Description Stratton Insurance Agency is an advice-focused non-life insurance brokerage dedicated to helping clients find the most appropriate coverage at affordable rates. The agency specializes in tailoring insurance solutions to match each client’s specific risk profile and protection needs. Team members are encouraged to provide clear, unbiased guidance so customers can make informed decisions about their insurance. Working at Stratton Insurance Agency offers the opportunity to build long-term client relationships while contributing to a service-oriented, collaborative environment.

Role Description The Sales Associate is a full-time role responsible for identifying prospective clients, explaining non-life insurance products, and recommending coverage options that align with each client’s needs and budget. This is a hybrid position based in Muntinlupa City, with a mix of on-site client meetings and office work, as well as some work-from-home flexibility for administrative and follow-up tasks. Daily responsibilities include generating leads, conducting consultations, preparing quotations, processing applications, and maintaining accurate records of client interactions. The role also involves coordinating with underwriting and support teams, following up on renewals, and providing ongoing customer service to ensure client satisfaction and retention.

Qualifications

• Strong sales and customer service skills, with the ability to build rapport, understand client needs, and present solutions clearly.
• Solid communication and interpersonal skills, including confident verbal communication, active listening, and clear written correspondence.
• Basic financial and insurance knowledge, with the ability to learn non-life insurance products, coverage types, and policy terms.
• Organizational and time-management skills, including managing multiple client accounts, tracking follow-ups, and meeting sales targets.
• Comfort with technology and office tools, such as CRM systems, email, spreadsheets, and online meeting platforms.
• Ability to work effectively in a hybrid setup, demonstrating reliability, self-motivation, and collaboration with on-site and remote colleagues.
• Prior experience in sales, insurance, banking, or related fields is an advantage but not required for highly motivated applicants.
• High school diploma required; a college degree in business, finance, marketing, or a related field is preferred.