Global One Life Insurance Agency Insurance Agent

Global One Life Insurance Agency

C$722-1.2K[Monthly]

Hybrid - Taguig1-3 Yrs ExpBachelorPart-time

Employee Recognition and Rewards
Commission, Performance Bonus, Anniversary Gifts, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
Insurance Health & Wellness
Life Insurance, HMO
Others
Company Social Events
Perks Benefits
Employee Discount, Open Workspace, Retirement Plan
Professional Development
Apprenticeship Program, Job Training, Mentorship Program, Professional Development
Work-Life Balance
Flexible Hours, Travel Concierge, Work from Home

Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
Analyze clients' financial data and goals.
Provide tailored investment and savings strategies.
Monitor market trends and economic conditions.
Develop comprehensive financial plans.
Maintain client relationships and offer ongoing support.
Assist clients with retirement and estate planning.
Stay updated on industry regulations and compliance.

Educational Qualifications: Bachelor’s degree in any course or field.
Experience Level: No prior experience required; entry-level candidates encouraged to apply.
Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth-oriented mindset.
Working Conditions: Work from home set-up, flexible hours.
Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.

Communication SkillsSales AbilityCustomer ServiceProduct KnowledgeTime ManagementTech Savvy