Life Insurance Sales Agent

4 weeks ago

Taguig, Philippines FWD - Annapurna Branch Full time

Responsibilities

  • Provide financial advice to clients on insurance, savings, and budgeting.
  • Analyze personal financial data and create personalized plans.
  • Evaluate clients' financial status and recommend strategies for improvement.
  • Build and maintain strong client relationships for long-term success.
Qualifications
  • Educational Qualifications: Diploma Course
  • Experience Level: 1-3 years in financial consulting or advisory roles.
  • Skills and Competencies: Strong analytical and communication skills
  • Working Conditions: 2x a month face to face meetings, the rest is field-based for client meetings
  • Qualities and Traits: Detail-oriented, problem-solver, ability to work independently and in teams.
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