Insurance Agent
Global One Life Insurance Agency
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
Insurance Health & Wellness
Health Insurance, Life Insurance, HMO
Perks Benefits
Annual Company Trip, Open Workspace, Play Area for Employee's Kids, Training Subsidy
Professional Development
Apprenticeship Program, Diversity Program, Job Training, Mentorship Program, Professional Development
Work-Life Balance
Flexible Hours, Work from Home
Responsibilities
- Client Consultation - Meet with clients to understand their financial goals, priorities, and current situation
- Financial Planning - Assess clients' financial needs and develop personalized financial plans
- Product Recommendation - Present suitable financial solutions such as insurance, investment, and protection plans
- Relationship Management - Build and maintain strong, long-term client relationships
- Portfolio Monitoring - Regularly review and update clients' financial plans based on life changes and market conditions
- Business Development - Generate new leads through networking, referrals, and prospecting activities
- Client Education - Educate clients on financial concepts, risk management, and wealth-building strategies
• Compliance - Ensure all recommendations and transactions comply with company and regulatory standards
Alyssa Ashley Torres
ManagerGlobal One Life Insurance Agency
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 23 Jun 2026
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Global One Life Insurance Agency
Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
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