Agency PartnerAllianz PNB Life • Cagayan de Oro, Northern Mindanao, Philippines
Agency Partner
Allianz PNB Life • Cagayan de Oro, Northern Mindanao, Philippines
30+ days ago
Job descriptionExcellent interpersonal and communication skills for effective client interactions Client meetings can be conducted online or in-person Entrepreneurial mindset and a proactive approach to client acquisition and relationship-building Willingness to take the insurance licensure exam No prior experience required; comprehensive training will be provided. Entry level Full-time General Business, Management, and Business Development Insurance
Key Responsibilities
- Identify and engage with prospective clients
- Provide personalized financial guidance and advice tailored to clients' needs
- Analyze clients' financial situations and investment objectives to develop comprehensive financial plans and strategies
- Continuously monitor and adjust clients' portfolios to ensure alignment with their goals
- Educate clients on various financial products and market trends
- Foster strong, long-term relationships with clients
- Stay up-to-date with industry developments and regulatory changes
Essential Skills
Working Conditions
Desirable Traits
Requirements
Seniority level
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Partner • Cagayan de Oro, Northern Mindanao, Philippines
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