Financial Advisor or Insurance Agent

Company Description

Allianz PNB Life (AZPNB), established in 2016, is one of the leading life insurance companies in the Philippines, renowned for its Variable Life and Life Protection offerings for individuals and institutions. As the fastest-growing life insurance company in the Philippines by premium income, AZPNB operates from its headquarters in Makati City and 11 business centers nationwide. Through an exclusive distribution partnership with the Philippine National Bank (PNB), Allianz PNB Life reaches a broad network across more than 600 branches nationwide. Allianz is recognized globally as the #1 insurer in the 2022 Interbrand Best Global Brand Rankings.

Role Description

This is a part-time, remote role for a Financial Advisor/Insurance Agent at Allianz PNB Life. The role involves providing tailored financial advice, assisting clients with financial planning, retirement planning, and investments, and offering life insurance and other protection products. You will build and maintain relationships with clients, analyze their financial needs, and develop strategies to meet their goals.

Qualifications

• Strong expertise in Financial Planning, Retirement Planning, and Investments
• Comprehensive knowledge of Finance and Financial Advisory principles
• Excellent interpersonal skills and the ability to build relationships with clients
• Strong communication and presentation skills to explain financial concepts effectively
• Self-motivation, ability to work independently, and flexibility for remote work
• Experience in life insurance or financial services is an advantage
• Bachelor's degree in Finance, Business, or a related field is preferred