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Sheryl De Leon · HR Manager
Pru Life UK - Imperium Blaze Life Insurance Agency - Team She
Insurance & Superannuation
101-500 Employees
Unfinanced / Angel
Prospecting | Sales Pipeline | Communication Skills | Target Driven
Health Insurance, Life Insurance, Unlimited or Flexible PTO, Career Development, No Monitoring System, Performance Bonus
WFH Part time Financial Advisor
Sheryl De Leon · HR Manager
Description

This is a WFH part-time role for Assistant Unit Managers at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.


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No Exp Required
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Insurance & Superannuation
<50 Employees
Unfinanced / Angel
Analytical Skills | Interpersonal Skills | Attention to Detail
Health Insurance, Life Insurance
Insurance Agent (Part Time or Fulltime) WFH Only
Ronnie Regencia · Owner
Description

Company: FWD Life Philippines

Location: Philippines


Position Overview

As an Insurance Agent at FWD Life Philippines, you will play a crucial role in helping clients achieve financial security and peace of mind. You will educate clients about FWD’s wide range of insurance and investment solutions, build lasting relationships, and contribute to the company’s mission of transforming the insurance experience.


Client Engagement: Identify and approach potential clients to understand their financial needs and recommend appropriate insurance solutions.

  • Sales and Relationship Management: Promote and sell FWD Life insurance products, including life insurance, health protection, and investment-linked plans.
  • Financial Planning: Assist clients in creating tailored financial plans that address their personal goals and future needs.
  • Customer Support: Provide excellent customer service, ensuring clients understand their policies and assisting with claims and policy updates.
  • Networking and Market Development: Build and maintain a network of clients through referrals, events, and social media.
  • Compliance: Ensure all sales activities and client interactions comply with FWD’s policies, as well as regulatory requirements.


What We Offer

  • Competitive commission-based compensation with performance bonuses.
  • Comprehensive training programs and continuous professional development.
  • Flexible working hours with opportunities for remote work.
  • A supportive and dynamic work environment.
  • Access to FWD’s cutting-edge tools, platforms, and resources.
  • Opportunities for career growth and advancement within FWD Life Philippines.
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No Exp Required
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Carl Vincent Galang · Recruiter
Prulife UK Philippines - Team Eygee
Insurance & Superannuation
<50 Employees
Unfinanced / Angel
Insurance | Teamwork | Interpersonal Skills | Lead Generation | Salesforce | Sourcing | Cold Calling
Health Insurance, Life Insurance, Career Development, Performance Bonus
Insurance Agent
Carl Vincent Galang · Recruiter
Description

  • A financial advisor's job is to help clients achieve their financial goals by creating personalized financial plans.
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    No Exp Required
    Bachelor
    Part-time
    Elsbeth Sibucao · Unit Manager
    Pru Life UK- Team Elsbeth
    Insurance & Superannuation
    <50 Employees
    Unfinanced / Angel
    Insurance | Communication | Teamwork | Organization Skills | Lead Generation | Presentation | Attention to Detail | Customer Relationship Management | Creative Problem Solving | Relationship Building
    Health Insurance, Disability Insurance, Dental Insurance, Life Insurance, Career Development, No Politics at Work, 401k Matching/Retirement Savings, Performance Bonus, Equity Incentive Plan
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    1. Schedules client meetings.

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    1. Completes requirements and submits to underwriters

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    Insurance & Superannuation
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    Commission, Life Insurance, HMO, Employee of the Month Award, Employee Recognition Program, Apprenticeship Program, Job Training, Mentorship Program, Professional Development, Flexible Hours
    Insurance Agent
    Elmaerwin Sibucao · Executive Unit Manager
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    • Promote Pru Life UK's comprehensive insurance products, demonstrating deep product knowledge and industry awareness
    • Develop strong relationships through superior customer service to maintain client loyalty and build referral business
    • Achieve or exceed set performance targets aligned with Team EL's objectives.
    • Ensure adherence to all company policies and the regulatory landscape of the insurance industry.

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    Liberty Insurance Corporation
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    Liezel Abaigar · Recruitmet Specialist
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    Liezel Abaigar · Recruitmet Specialist
    Description

    REMOTE WORK OPPORTUNITIES

    OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES


    Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.


    • WORK-LIFE BALANCE with flexible working hours
    • Attain high income potential and earn up to five years of passive commissions
    • Faster Career Promotion based on performance
    • Fun and inclusive workplace with diverse professionals from all fields
    • 3 hours a day as part-timer / 6 hours a day as full-timer
    • Hybrid set-up offering your flexibility and freedom
    • Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
    • Global Exposure
    • Awards and Recognitions
    • Continuous personal and professional growth
    • A coaching and mentoring environment to maximize your capabilities
    • Retirement / Provident Fund, Group Life Insurance, and HMO


    Jumpstart your career by engaging in the business of helping people

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    Katherine Quozon · Recruiter
    Manulife Philippines
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    Unfinanced / Angel
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    Financial Advisor for Life Insurance/ Sales Agent
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    Description
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    • Build strong partnerships, deliver excellent customer service, and meet targets.
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    Fresh Graduate/Student
    Bachelor
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    Justerini Boris Baltazar · Manager
    Pru Life Insurance Corporation of U.K - Black Orcas
    Insurance & Superannuation
    >1000 Employees
    Unfinanced / Angel
    Consultative Sales | Futures Sale | Fund Sales | People Oriented
    Life Insurance, Paid Time Off, Paid Holidays, Unlimited or Flexible PTO, Career Development, No Politics at Work, Performance Bonus
    Financial Consultant
    Justerini Boris Baltazar · Manager
    Description
    • Provide personalized financial advice to clients regarding insurance and superannuation products.
    • Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection.
    • Educate clients about insurance policies, investment options, and retirement planning.
    • Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry.
    • Stay updated on industry regulations and market trends to ensure compliance and competitiveness.
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    ₱20-25K[Monthly]
    1-3 Yrs Exp
    Bachelor
    Part-time
    Dianne Mae Pestanas · HR Manager
    Online
    DMP INSURANCE (FWD PHILIPPINES)
    Insurance & Superannuation
    >1000 Employees
    Unfinanced / Angel
    Sales and Marketing
    Insurance Agent
    Dianne Mae Pestanas · HR Manager
    Description

    Company: FWD Philippines

    Position Type: Part-time, Commission-based

    Location: Remote (Work from Home)


    FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.


    • Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
    • Develop personalized financial plans tailored to each client's unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
    • Educate clients on various financial products and services offered by FWD Philippines, including life insurance, investment funds, and retirement plans.
    • Implement agreed-upon financial strategies and continuously monitor and adjust plans as needed to ensure alignment with clients' evolving goals and market conditions.
    • Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
    • Actively prospect and generate leads through networking, referrals, and other business development strategies to expand your client base.
    • Stay informed about industry trends, regulatory changes, and product developments to remain a trusted resource and advisor to clients.

    Insurance Agent

    ₱20-25K[Monthly]
    1-3 Yrs Exp
    High/Senior High School
    Full-time
    wendy delavin · manager
    Cocogen Insurance - Binondo Manila
    Banking & Financial Services
    51-100 Employees
    Unfinanced / Angel
    Insurance | Insurance Processing | insurance agent
    Insurance Agent
    wendy delavin · manager
    Description
    • Client Consultation & Needs Assessment: Meet with clients to assess their insurance needs, understand their financial goals, and provide recommendations for coverage options.
    • Sales & Product Offering: Sell a range of insurance products (e.g., life, health, auto, homeowners, commercial) to individual and business clients. Customize policies based on the client’s specific needs and preferences.
    • Quote Preparation & Policy Issuance: Prepare quotes, review policies, and help clients understand coverage terms and options. Assist with the completion of necessary documentation and paperwork.
    • Client Education: Educate clients on different types of insurance policies and coverages, explaining the benefits and exclusions of each. Provide guidance on policy renewals, claims processes, and premium payments.
    • Relationship Building: Build and maintain strong relationships with existing clients, ensuring their ongoing satisfaction and addressing any concerns or adjustments to their policies.
    • Lead Generation: Identify and pursue new sales opportunities through networking, cold calling, referrals, and prospecting. Generate and follow up on leads to grow the customer base.
    • Claims Assistance: Assist clients with filing insurance claims and guide them through the process. Act as an intermediary between clients and insurance providers to ensure timely resolution of claims.
    • Policy Review & Adjustments: Regularly review client policies to ensure they are up-to-date, and recommend adjustments based on life changes or evolving needs (e.g., marriage, home purchases, business expansion).
    • Compliance & Record-Keeping: Ensure all sales and client interactions are in compliance with industry regulations and company policies. Maintain accurate records of client information, policies, and transactions.
    • Sales Targets & Reporting: Meet or exceed monthly and quarterly sales targets. Report progress, results, and any challenges to management on a regular basis.

    Insurance Agent

    ₱20-35K[Monthly]
    Fresh Graduate/Student
    Bachelor
    Full-time
    Teri Ann Navarro · Assistant Unit Manager
    Investing Right Insurance Agency
    Insurance & Superannuation
    <50 Employees
    Unfinanced / Angel
    Team player | competitive | responsible | | self-motivated | proactive | willing to learn
    Commission, Performance Bonus, HMO, Employee Recognition Program, Incentives, Mentorship Program, Professional Development, Flexible Hours, Work from Home, Company Social Events
    Insurance Agent
    Teri Ann Navarro · Assistant Unit Manager
    Description
    • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
    • Develop a strategize financial plans to help clients achieve their goals
    • Evaluate and recommend insurance products that are tailored fit to client's goals
    • Perform policy review to re-asses financial situations and re-strategize

    Insurance Agent

    ₱10-20K[Monthly]
    No Exp Required
    Diploma
    Full-time
    Jaime Siybauco · CEO
    Siybauco & Associates Insurance Agency Inc.
    Consultancy and Management Services
    <50 Employees
    Unfinanced / Angel
    Insurance | Insurance Processing
    Insurance Agent
    Jaime Siybauco · CEO
    Description
    • Sell Insurance: Present and sell insurance policies to clients.
    • Assess Needs: Meet with clients to understand their needs and recommend the right coverage.
    • Provide Quotes: Give clients quotes based on their information and needs.
    • Explain Policies: Explain the details of the insurance policies to clients.
    • Customer Support: Assist clients with policy changes, claims, and renewals.
    • Generate Leads: Find new clients through referrals, networking, or cold calling.
    • Keep Records: Maintain accurate records of client interactions and sales.
    Remote

    INSURANCE BROKER

    ₱25-35K[Monthly]
    No Exp Required
    Bachelor
    Part-time
    CAROL PATRON · HR Officer
    Pru Life UK - Team Carol
    Insurance & Superannuation
    <50 Employees
    Unfinanced / Angel
    Consultative Sales | Fund Sales | People Oriented
    INSURANCE BROKER
    CAROL PATRON · HR Officer
    Description

    Pru Life UK is one of the leading insurers in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos. With over 26 years of operations, Pru Life UK has the largest agency force of more than 39,000 licensed financial advisers and is an innovative force in the life insurance industry.


    This is a WFH part-time role for INSURANCE BROKER at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.


    WHAT WE OFFER:

    • 20k - 50k Weekly Income
    • Local & International Travel Incentives
    • Monthly and Quarterly Performance Bonus
    • HMO for you and your qualified dependents
    • Rewards and recognition


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