Financial Advisor or Insurance Agent

2 weeks ago

Tarlac City, Philippines Allianz PNB Life Full time

Overview

This is a part-time remote role for a Financial Advisor or Insurance Agent. The role involves financial planning, retirement planning, and providing financial advisory services. Day-to-day tasks include working with clients to understand their financial needs, recommending suitable investment and insurance products, and managing client portfolios. Additionally, it involves maintaining regular communication with clients and staying updated with market trends.

Qualifications
  • Must be residing in Cebu City, Mandaue City, Lapu-lapu City Cebu, or Metro Cebu
  • Education: At least college level or degree holders. Knowledge in finance, business, or marketing is an advantage.
  • Licensing & Certification: Must pass the Insurance Commission (IC) licensing exam. Completion of required training or pre-licensing seminars.
  • Skills & Personal Qualities: Strong communication and interpersonal skills. Sales and negotiation skills. Integrity, trustworthiness, and professionalism. Goal-oriented and self-motivated.
  • Experience (optional but preferred): Background in sales, banking, or customer service is an advantage. Fresh graduates are often accepted if they show potential.
  • Other Requirements: Must be of legal age (at least 18 years old). Willingness to undergo continuous training and meet performance targets. Comfortable with commissioned-based earnings and bonuses.
Job Details
  • Seniority level: Entry level
  • Employment type: Part-time
  • Job function: Finance and Sales
  • Industries: Insurance

Note: Referrals increase your chances of interviewing at Allianz PNB Life.

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