Wealth Protection Advisor

J-K Network Services; Taguig; On-site; PHP 446,400 - 669,600; Full time

Job summary

A local insurance firm in Taguig is looking for a motivated individual to join their team as a life insurance salesperson. The role requires candidates to have a bachelor's degree and at least 3 to 5 years of experience in life insurance sales. Responsibilities include connecting with potential clients, managing client relationships, and assessing insurance needs. The firm operates Monday to Friday during the day shift and offers a dynamic environment for growth and learning.

Qualifications

• Bachelor’s degree holder required.
• 3-5 years experience in selling life insurance.
• Must be amendable to attend interviews.

Responsibilities

• Prospect for and connect with potential clients interested in life insurance products.
• Build and sustain strong relationships with current clients while presenting opportunities for additional coverage.
• Offer professional advice on appropriate insurance protection and coverage.
• Evaluate and assess existing insurance policies to confirm they provide sufficient protection.
• Help clients understand their insurance needs and suggest policies that best match their requirements.

Skills

Client prospecting

Relationship management

Insurance evaluation

Communication skills

Education

Bachelor’s Degree

Job description

On-site - Taguig 3-5 Yrs Exp Bachelor Full-time

Client Profile: It is an insurance company that was established in the year of 2006. They provide or operate within the finance and insurance of their client.

Industry: Financial - Insurance Agency

Schedule: Monday – Friday (Dayshift)

Job Responsibilities

• Prospect for and connect with potential clients interested in life insurance products.
• Build and sustain strong relationships with current clients while presenting opportunities for additional coverage.
• Offer professional advice on appropriate insurance protection and coverage.
• Evaluate and assess existing insurance policies to confirm they provide sufficient protection.
• Help clients understand their insurance needs and suggest policies that best match their requirements.

Job Requirements

• Bachelor’s Degree Holder
• At least 3 to 5 years’ experience selling life Insurance
• Amendable to attend interviews
• Willing to work in Taguig City
• Can start as soon as possible