Financial Advisor or Insurance Agent

Company Description

Allianz PNB Life, established in 2016, is one of the major life insurers in the Philippines and the fastest-growing in terms of premium income. Specializing in Variable Life products, the company also offers a comprehensive range of life protection solutions for individuals and institutions. Headquartered in Makati City, Allianz PNB Life has expanded its reach through a strategic partnership with the Philippine National Bank (PNB), allowing accessibility to its services via over 600 branches nationwide. Allianz is recognized as the #1 insurer worldwide in the 2022 Interbrand Best Global Brand Rankings.

Role Description

This is a part-time, remote opportunity for a Financial Advisor or Insurance Agent. Day-to-day responsibilities include providing expert financial planning and advisory services, assisting clients with their retirement planning and investment strategies, and recommending suitable insurance products to meet their unique needs. The role requires the ability to identify client goals, offer tailored financial solutions, and foster long-term client relationships to ensure sustainable financial growth.

Qualifications

• Knowledge of Financial Planning and Financial Advisory principles
• Understanding of Retirement Planning and Investments
• Strong foundation in Finance and Insurance products
• Excellent communication and interpersonal skills to build strong client relationships
• Ability to work independently in a remote, flexible work environment
• Professional certification in financial planning or related disciplines is an advantage
• Background in sales or client relationship management is a plus