WFH and Part-time Insurance Agent

Ace Summit Life Insurance Agency; Makati; Remote; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Limitless Income Potential

Local and International Travels

Cash Incentives

Awards and Recognition

Career and Personal Growth

Savings and Retirement Plan

Health Maintenance Organization (HMO)

Work-Life Balance with Time Freedom

Job summary

A financial services firm in Makati is seeking individuals passionate about financial planning to assist clients in achieving their goals. You will help educate clients about financial literacy and foster long-term relationships. Ideal candidates are communicative, adaptable, and eager to learn. This role offers limitless income potential, travel opportunities, and incentives for performance improvements.

Qualifications

• Passion for educating clients about financial literacy.
• Willingness to learn and be mentored.
• Ability to work with technology (laptop/PC with webcam and smartphone).
• Sales experience is an advantage.

Responsibilities

• Assist clients in creating financial plans.
• Address financial questions and concerns.
• Build long-term relationships with clients.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Skills

Financial planning

Client relationship building

Communication skills

Sales experience

Good communication skills

Laptop/PC with webcam and smartphone

Job description

Responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Benefits

• Limitless Income Potential
• Local and International Travels
• Cash Incentives
• Awards and Recognition
• Career and Personal Growth
• Savings and Retirement Plan
• Health Maintenance Organization (HMO)
• Work-Life Balance with Time Freedom

Qualifications

• Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families.
• Open for fresh graduates who are willing to be mentored.
• Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
• Sales experience is an advantage
• Must be equipped with a laptop/PC with webcam and smartphone
• Has good communication skills