[URGENT] Part-time Financial Advisor

Ace Summit Life Insurance Agency - Jose Mari Lopez; Makati; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

World-class training and mentorship

Flexible schedule — be your own boss

Unlimited income potential + exciting incentives

Incentives (travel & rewards)

Purpose-driven career

Job summary

A leading insurance agency in Metro Manila is seeking an Insurance Agent to guide clients towards financial security and wealth goals. Responsibilities include assessing client needs, recommending financial solutions, and providing comprehensive advice on insurance and investments. This role offers world-class training, a flexible schedule, and unlimited income potential through incentives and rewards.

Qualifications

• Ability to conduct financial needs analyses.
• Strong communication skills to explain products.
• Knowledge of financial regulations and industry trends.

Responsibilities

• Meet with clients to understand their needs and financial situations.
• Recommend suitable financial solutions.
• Design strategies for wealth building.
• Design strategies to help clients build wealth and prepare for life’s uncertainties.
• Offer financial products such as insurance policies, investment-linked plans, and savings programs.
• Clearly explain product features and benefits to empower informed decisions.
• Stay updated with financial regulations and industry trends.
• Practice professionalism and ethics, following Insurance Commission standards.

Skills

Financial needs analysis

Client meetings

Financial product advice

Job description

Nature of work

An Insurance Agent serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals.

The role includes educating clients on different financial products, creating tailored financial plans, offering solutions that address various financial needs.

Responsibilities

• Meet with clients to understand their needs, goals, and financial situations.
• Conduct financial needs analyses and recommend suitable solutions.
• Provide advice on life insurance, health protection, investments, and retirement planning.
• Design strategies to help clients build wealth and prepare for life’s uncertainties.
• Offer financial products such as insurance policies, investment-linked plans, and savings programs.
• Clearly explain product features and benefits to empower informed decisions.
• Stay updated with financial regulations and industry trends.
• Practice professionalism and ethics, following Insurance Commission standards.

What We Offer

• World-class training and mentorship
• Flexible schedule — be your own boss
• Unlimited income potential + exciting incentives (travel & rewards)
• A purpose-driven career that makes a difference