Part-time Insurance Agent

JHL Financial Solutions

R$1.9-3.8K[Mensual]
Híbrido - Makati5-10 anos ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho

  • Saúde e Bem-Estar

    HMO

  • Benefícios de Habilidades

    Viagem Anual da Empresa, Abrir Workspace

  • Desenvolvimento Profissional

    Programa Aprendizado, Programa de Mentorship, Desenvolvimento Profissional

  • Balanço de Vida

    Trabalho de casa

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Descrição:

  • Client Acquisition & Prospecting
  • Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
  • Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
  • Present and explain financial products and services, demonstrating how they align with client needs.
  • Financial Planning & Advisory Services
  • Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
  • Provide expert guidance on insurance, investments, savings, and estate planning strategies.
  • Monitor market trends and economic changes to help clients make informed decisions.
  • Product Recommendations & Implementation
  • Offer insurance solutions (life, health, business, and income protection) to safeguard clients’ assets and financial stability.
  • Recommend investment options (mutual funds, stocks, bonds, etc.) based on financial goals and risk appetite.
  • Assist clients in setting up financial products, ensuring compliance with regulatory and ethical standards.
  • Relationship Management & After-Sales Service
  • Maintain strong long-term relationships with clients through regular financial check-ups and strategy reviews.
  • Assist clients with policy updates, claims processing, beneficiary changes, and withdrawals.
  • Provide proactive financial literacy education to help clients make sound financial choices.
  • Compliance & Professional Development
  • Stay updated on financial regulations, market trends, and new products to provide accurate advice.
  • Ensure all transactions and recommendations comply with industry laws and ethical standards.
  • Continuously improve knowledge through certifications, training, and professional development.

Requisito

  • Must be a Bachelor's Degree
  • With at least 5 to 10 years work experience in any field
  • Must be able to generate leads and network for prospect list
  • Must have strong internet connection at home
  • Must have available gadget to use like laptop / Smart Phone
  • Former Bank Assurance Experience is PLUS
  • Must be willing to take Licensure Exam at Insurance Commission
  • Must be willing to render a minimum 15 hours a week or 3 hours a day
Habilidades de ComunicaçãoHabilidades Interpessoais
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Jedah Laeyan

Unit ManagerJHL Financial Solutions

Local de trabalho

Cacho Gonzalez Building (CGB), State Condominium II, Aguirre, Legazpi Village, Makati, 1229 Metro Manila, Philippines

Postado em 01 March 2025

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JHL Financial Solutions

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