Agency Partner

2 weeks ago

Cagayan de Oro, Philippines Allianz PNB Life Full time

Key Responsibilities Identify and engage with prospective clients Provide personalized financial guidance and advice tailored to clients' needs Analyze clients' financial situations and investment objectives to develop comprehensive financial plans and strategies Continuously monitor and adjust clients' portfolios to ensure alignment with their goals Educate clients on various financial products and market trends Foster strong, long-term relationships with clients Stay up-to-date with industry developments and regulatory changes Essential Skills Excellent interpersonal and communication skills for effective client interactions Working Conditions Client meetings can be conducted online or in-person Desirable Traits Entrepreneurial mindset and a proactive approach to client acquisition and relationship-building Requirements Willingness to take the insurance licensure exam No prior experience required; comprehensive training will be provided. Seniority level Entry level Employment type Full-time Job function General Business, Management, and Business Development Industries Insurance #J-18808-Ljbffr

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