Financial Advisor or Insurance Agent

Company Description

Allianz PNB Life (AZPNB) is one of the leading life insurers in the Philippines, offering a wide range of Variable Life and Life protection products for individuals and institutions. Established in 2016 and headquartered in Makati City, AZPNB operates 11 business centers across the country and benefits from an exclusive distribution partnership with the Philippine National Bank (PNB), serving customers through over 600 branches nationwide. Recognized as the fastest-growing life insurance company in the Philippines by premium income, Allianz is also globally acclaimed as the #1 insurer in the 2022 Interbrand Best Global Brand Rankings.

Role Description

This part-time remote role is for a Financial Advisor or Insurance Agent. Responsibilities include providing financial planning services, advising clients on investment strategies, assisting with retirement planning, and offering tailored financial solutions. You will work closely with clients to understand their financial goals, recommend appropriate insurance and investment products, and provide ongoing financial advice.

Qualifications

• Strong knowledge of Financial Planning and Financial Advisory
• Experience or skills in Retirement Planning and Investments
• Proficiency in Finance concepts, with the ability to analyze and present financial solutions
• Strong communication, interpersonal, and client relationship management skills
• Self-motivated and capable of working independently in a remote setting
• Bachelor's degree in Finance, Business Administration, Economics, or a related field is an advantage
• Experience in the insurance or financial services industry is a plus
• Relevant licenses or certifications in financial advising or insurance are beneficial