Financial Consultant, Makati

• Sell various types of insurance policies to individuals and businesses
• Meet with potential clients to understand their needs and provide appropriate insurance recommendations
• Develop and maintain relationships with clients and communicate regularly to ensure their ongoing satisfaction
• Create and maintain sales and marketing plans and strategies that increase business development and productivity
• Process insurance claims, following policies and procedures outlined by the companies represented
• Attend industry events and pursue continuing education to stay up-to-date on industry trends and regulations
• Ensure all policies and requests comply with legal requirements and regulations of corresponding insurance boards
• Maintain accurate and thorough records of all transactions and follow-up activities related to the job

As an Insurance Agent, you play a pivotal role in the sales process for various insurance policies. You must be able to meet with clients to correctly assess their insurance needs and offer recommendations. Establishing and maintaining relationships with clients provides the perfect environment to demonstrate your strengths in communication and customer service. You should continuously pursue lead generations and effectively market policies to be maximally effective in the role. You will be responsible not only for selling policies but also for processing claims and maintaining compliance with relevant regulations. Therefore, excelling in detail-orientation is essential to ensure accuracy. Continuing education ensures you stay up-to-date with the latest industry trends and developments.

• Education: At least a Bachelor's degree
• Experience: No Experience Needed
• Excellent communication and interpersonal skills
• Strong sales and customer service skills
• Ability to work independently and as part of a team
• Knowledge of insurance products and services
• Ability to analyze and assess customer needs to provide appropriate solutions
• Strong organizational skills with ability to multitask and prioritize workload
• Ability to maintain accurate and detailed records