Part-time Insurance Agent
JHL Financial Solutions
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus
Insurance Health & Wellness
HMO
Perks Benefits
Annual Company Trip, Open Workspace
Professional Development
Apprenticeship Program, Mentorship Program, Professional Development
Work-Life Balance
Work from Home
Description
- 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.
Requirements
- 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
Jedah Laeyan
Unit ManagerJHL Financial Solutions
Working Location
Cacho Gonzalez Building (CGB), State Condominium II, Aguirre, Legazpi Village, Makati, 1229 Metro Manila, Philippines
Posted on 01 March 2025
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