Financial Advisor or Insurance Agent

Company Description

Allianz PNB Life (AZPNB), established in 2016, is a leading life insurance provider in the Philippines, offering a comprehensive range of Variable Life products and life protection solutions for individuals and institutions. Headquartered in Makati City, with 11 business centers and access to over 600 Philippine National Bank (PNB) branches, AZPNB ensures widespread reach and accessibility. Recognized as the fastest-growing life insurance company in terms of premium income in the country, Allianz is also ranked #1 globally in the 2022 Interbrand Best Global Brand Rankings. We are committed to providing reliable and innovative financial solutions to meet the evolving needs of our clients.

Role Description

This is a part-time remote role for a Financial Advisor or Insurance Agent. The primary responsibilities include providing financial planning, offering investment advice, assisting clients in managing finances, recommending retirement planning strategies, and delivering tailored financial advisory services. The role involves fostering lasting relationships with clients, understanding their financial goals, and guiding them to secure their future.

Qualifications

• Strong knowledge of Financial Planning and Finance fundamentals
• Proficiency in Retirement Planning and Investments
• Expertise in offering professional Financial Advisory services
• Exceptional analytical, interpersonal, and organizational skills
• Self-motivated and able to work independently in a remote setting
• Previous experience in the financial or insurance sector is an advantage
• Bachelor's degree in Finance, Business Administration, or a related field is preferred