Financial Advisor or Insurance Agent

Allianz PNB Life (AZPNB), established in 2016, is among the top life insurers in the Philippines. Specializing in Variable Life products with a comprehensive range of life protection solutions, AZPNB supports individuals and institutions in achieving financial security. Based in Makati City with 11 additional business centers nationwide, its exclusive partnership with the Philippine National Bank (PNB) allows access to over 600 branches across the country. Allianz is recognized globally, ranked as the #1 insurer in the 2022 Interbrand Best Global Brand Rankings.

This is a part-time and remote role for a Financial Advisor or Insurance Agent at Allianz PNB Life. The primary responsibilities include creating personalized financial plans, conducting retirement planning, providing financial advisory services, and promoting investment and insurance offerings to clients. Financial Advisors or Insurance Agents will work to understand clients unique needs and provide tailored solutions to help them achieve their financial goals. The role also involves building and maintaining strong client relationships through excellent communication and financial guidance.

• Expertise in Financial Planning and Financial Advisory
• Knowledge of Retirement Planning and Investments
• Experience or background in finance is an advantage
• Strong interpersonal and communication skills for client interaction
• Ability to work independently and manage time effectively in a remote work environment
• Self-motivated with a passion for helping individuals and organizations meet their financial goals
• Previous experience in insurance or financial services is an advantage
• Bachelor's degree in Finance, Business Administration, or a related field is preferred but not required