Part-time Insurance Agent

JHL Financial Solutions

£265-530[Bulanan]
Hibrid - Makati5-10 Tahun KedaluwarsaS1Paruh waktu
Bagikan

Deskripsi Pekerjaan

Keuntungan

  • Penghargaan Karyawan

    Komisi, Bonus Kinerja

  • Asuransi Kesehatan & Kesejahteraan

    Organisasi perawatan kesehatan

  • Manfaat Tunjangan

    Perjalanan Perusahaan Tahunan, Ruang Kerja Terbuka

  • Pengembangan profesional

    Program Magang, Program Mentoring, Pengembangan profesional

  • Keseimbangan Kehidupan Kerja

    Bekerja Dari Rumah

Baca lebih lanjut

Keterangan

  • 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.

Persyaratan

  • 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
Kemampuan berkomunikasiKemampuan interpesonal
Preview

Jedah Laeyan

Unit ManagerJHL Financial Solutions

Lokasi Kerja

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

Diposting di 01 March 2025

Pekerjaan Serupa

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JHL Financial Solutions

Pembiayaan tidak diperlukan

<50 Karyawan

Asuransi & Pensiun

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DISCOVERY SESSION

Lihat perekrutan pekerjaan

Laporkan

Pengingat Keamanan Bossjob

Jika posisi tersebut mengharuskan Anda bekerja di luar negeri, harap waspada dan waspada terhadap penipuan.

Jika Anda bertemu dengan perusahaan yang melakukan tindakan berikut selama pencarian kerja Anda, tolong segera laporkan

  • menahan ID Anda,
  • mengharuskan Anda untuk memberikan jaminan atau mengumpulkan properti,
  • memaksa Anda untuk berinvestasi atau mengumpulkan dana,
  • mengumpulkan keuntungan terlarang,
  • atau situasi ilegal lainnya.