Insurance Agent

Company Description Insuravest Prulife UK is dedicated to understanding and responding to the financial needs of individuals and families in the Philippines. The company focuses on helping clients secure their financial future through tailored insurance and investment solutions. Team members are encouraged to build long-term, trust-based relationships with clients and act as reliable partners in financial planning. The organization values integrity, service, and a client-first mindset in all interactions.

Role Description This is a part-time, hybrid Insurance Agent role based in Makati, with flexibility for some work-from-home arrangements. The Insurance Agent will meet with prospective and existing clients to assess their financial needs, explain insurance and investment options, and recommend suitable products. Daily tasks include prospecting for new clients, conducting needs analysis, preparing proposals, and completing policy applications and documentation. The role also involves maintaining regular contact with policyholders, providing after-sales support, and assisting clients with policy reviews, claims inquiries, and policy adjustments. The Insurance Agent will collaborate with the team for training, sales meetings, and performance reviews, while adhering to company guidelines and regulatory requirements.

Qualifications

• Strong foundation in insurance products and services, including Insurance and Insurance Brokerage.
• Demonstrated ability in Insurance Sales, with a focus on needs-based selling and ethical advice.
• Basic understanding of Finance to help clients with budgeting, protection, and long-term planning.
• Excellent Customer Service skills, including active listening, empathy, and clear communication.
• Ability to work independently, manage time effectively, and meet agreed targets in a part-time schedule.
• Comfortable with hybrid work arrangements, including in-person client meetings in Makati and remote work.
• Good presentation and interpersonal skills, with the ability to explain financial concepts in simple terms.
• Previous experience in sales, banking, insurance, or related fields is an advantage but not required.
• Willingness to undergo licensing, training, and continuous professional development as required by regulations.