JHL Financial Solutions Part-time Insurance Agent

Part-time Insurance Agent

JHL Financial Solutions

Дин36.4-72.8K[月給]

ハイブリッドワーク - マカティ５年以上１０年未満の経験大卒アルバイト

職務内容

福利厚生

従業員の評価と報酬
歩合制, 業績賞与
保険健康とウェルネス
HMO
特典報酬
年次社員旅行, オープンな職場
専門能力開発
実習プログラム, メンターシッププログラム, 専門能力開発
ワークライフバランス
在宅勤務

説明

Client Acquisition & Prospecting
Identify and connect with potential clients through networking, referrals, and strategic prospecting efforts.
Conduct financial needs assessments to understand clients’ goals, risk tolerance, and current financial situation.
Present and explain financial products and services, demonstrating how they align with client needs.
Financial Planning & Advisory Services
Develop customized financial plans that address wealth accumulation, risk management, and retirement planning.
Provide expert guidance on insurance, investments, savings, and estate planning strategies.
Monitor market trends and economic changes to help clients make informed decisions.
Product Recommendations & Implementation
Offer insurance solutions (life, health, business, and income protection) to safeguard clients’ assets and financial stability.
Recommend investment options (mutual funds, stocks, bonds, etc.) based on financial goals and risk appetite.
Assist clients in setting up financial products, ensuring compliance with regulatory and ethical standards.
Relationship Management & After-Sales Service
Maintain strong long-term relationships with clients through regular financial check-ups and strategy reviews.
Assist clients with policy updates, claims processing, beneficiary changes, and withdrawals.
Provide proactive financial literacy education to help clients make sound financial choices.
Compliance & Professional Development
Stay updated on financial regulations, market trends, and new products to provide accurate advice.
Ensure all transactions and recommendations comply with industry laws and ethical standards.
Continuously improve knowledge through certifications, training, and professional development.