Agency Partner/Financial Advisor

2 weeks ago

Butuan, Caraga, Philippines Piscis Austrinus Agency Full time ₱400,000 - ₱600,000 per year

About the role

Become an Agency Partner/Financial Advisor with Piscis Austrinus Agency' in Caraga and Northern Mindanao Region. This part-time role will allow you to provide expert financial advice and insurance solutions to our growing client base. As an Agency Partner, you will play a key role in helping individuals and businesses protect their financial future.

What you'll be doing

  1. Develop and maintain a portfolio of insurance and financial planning clients
  2. Conduct comprehensive financial needs analysis to understand client goals and risk profile
  3. Recommend and sell appropriate insurance and financial products to clients
  4. Provide exceptional customer service and build long-term relationships with clients
  5. Attend regular training and development sessions to stay up-to-date with industry trends and regulations
  6. Actively participate in marketing and business development activities
  7. Maintain detailed records and comply with all regulatory requirements

What we're looking for

  1. With or without experience in the insurance or financial services industry
  2. Strong sales and communication skills with the ability to build trust with clients
  3. Solid understanding of insurance and financial planning products and regulations
  4. Excellent customer service orientation and problem-solving skills
  5. Ability to work independently and as part of a team
  6. Relevant professional qualifications or certifications (e.g. MDRT, CFP, etc.)
  7. Valid insurance licence required for this position

What we offer

At Piscis Austrinus Agency', we are committed to supporting the professional and personal growth of our team. As an Agency Partner, you will have access to comprehensive training, competitive commissions, and the opportunity to be part of a dynamic, collaborative environment. We also offer a range of employee benefits, including health and wellness programs, to ensure your wellbeing.

About us

Piscis Austrinus Agency' is a leading provider of insurance and financial planning solutions in the Philippines. With over 20 years of experience, we pride ourselves on our dedication to delivering exceptional customer service and tailored financial strategies. Our mission is to empower individuals and businesses to achieve their financial goals and secure their financial future.

Apply now to become an Agency Partner/Financial Advisor with Piscis Austrinus Agency'.

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