JHL Financial Solutions Part-time Insurance Agent

Part-time Insurance Agent

JHL Financial Solutions

NT$10.7-21.4K[月薪]

混合办公 - 馬卡蒂5 - 10 年經驗本科兼職

福利待遇

員工表彰與獎勵
佣金, 績效獎金
健康保險
健康維護組織
額外福利
年度公司旅行, 開放式工作區
職業發展
學徒計畫, 導師計畫, 職業發展
工作生活兩不誤
居家辦公

簡介

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.