Agency Partner

3 weeks ago

Metro Manila Philippines Allianz PNB Life Full time

Overview

Allianz PNB Life (AZPNB), established in 2016, is a major life insurer in the Philippines and the fastest-growing in terms of premium income. As a leading provider of Variable Life products and a comprehensive range of life protection offerings, AZPNB serves both individuals and institutions. Headquartered in Makati City with 11 additional business centers nationwide, AZPNB extends its reach through an exclusive distribution partnership with the Philippine National Bank (PNB), covering over 600 branches nationwide. Allianz is the #1 insurer worldwide in the 2022 Interbrand Best Global Brand Rankings.

Role Description

This is a part-time hybrid role located in Metro Manila, with some work from home acceptable, for an Agency Partner (Financial Advisor). The Agency Partner will be responsible for creating and managing financial plans for clients, advising on investments, retirement planning, and other financial services. They will provide comprehensive financial advice tailored to individual client needs and help clients achieve their financial goals.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Expertise in Finance and Investments
  • Experience in offering Financial Advisory services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Must be licensed or if not, must be willing to take licensure exam from Insurance Commission
Details
  • Seniority level: Entry level
  • Employment type: Part-time
  • Job function: Finance and Sales
  • Industries: Insurance
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