433 Insurance Consultant jobs in the Philippines
Insurance Consultant
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GENERAL RESPONSIBILITIES:
The Insurance Consultant for Other Lines is responsible for promoting, selling, and managing various non-life and specialty insurance products. He/she must possess in-depth knowledge of multiple insurance lines including bonds, marine insurance, fire and property insurance, CTPL, CARI, inland marine, pet insurance, personal accident, and health insurance. The consultant is expected to handle client inquiries, manage large accounts, and provide tailored insurance solutions to meet the diverse needs of customers.
Sales and Business Development
- Promote and sell various insurance products such as Bonds, Marine, CTPL, Fire, Property, CARI, Inland Marine, Pet Insurance, Personal Accident, and Health Insurance.
- Find new clients and build strong business relationships.
- Answer questions from clients and explain insurance options clearly.
- Create and give presentations to explain products to clients.
- Maintain good relationships with current clients to keep them satisfied and loyal.
- Achieve sales targets set by the company.
Customer Relationship Management
- Be the main contact for clients with questions or concerns.
- Provide excellent service, even after a sale is made.
- Build a network of possible clients and business contacts.
Lead Generation and Prospecting
- Research industries and people who might need insurance services.
- Contact new leads through phone, email, or messages.
- Post about new leads and updates on social media.
Client Meetings and Coordination
- Attend meetings with new or existing clients when scheduled.
- Discuss business opportunities and client needs.
- Take notes during meetings and share updates with the team.
Business Development Strategy
- Study the market and competitors to find ways to grow the business.
- Help improve and update sales strategies based on research and client feedback.
Follow-up and Reporting
- Follow up on insurance quotes with clients and providers.
- Share meeting results and next steps with agents from other departments.
- Make regular reports on sales, leads, and progress.
Product Knowledge and Training
- Stay informed about product changes, market trends, and new insurance offerings.
- Join training or workshops to improve knowledge and skills.
Administrative Support
- Help prepare insurance proposals, reports, and other documents.
- Assist with some underwriting tasks when needed.
- Keep records of all transactions and updates in an organized manner.
Virtual Insurance Consultant
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Looking for a side hustle that offers high income potential and time flexibility?
What we do as a Financial Advisor?
- Attend online trainings
- WFH set up
- Do client presentations
- Unlimited commissions and incentives
- Enjoy local and international travels
- Potential income 10K and up
Why Join Us?
- Unlimited income potential with high commissions
- Weekly payouts
- Flexible working hours to suit your lifestyle
- Remote work—enjoy a work-from-home setup
- Monthly cash incentives for top performers
- Quarterly bonuses for reaching key milestones
- Recognition and awards for your achievements
- Local and international travel incentives (with family)
- Comprehensive health, insurance, and employee savings fund
- Cash rewards for outstanding performance
- Freedom to work from anywhere
Qualifications:
- Can devote 2-4hrs per day (no fixed time)
- College graduate (4-year course)
- Willing to be trained
- Sales experience is not required
No need to resign. You may do this alongside your existing work.
Virtual Insurance Consultant
Posted today
Job Viewed
Job Description
- Attend online trainings
- WFH set up
- Do client presentations
- Unlimited commissions and incentives
- Enjoy local and international travels
- Potential income 10K and up
Why Join Us?
- Unlimited income potential with high commissions
- Weekly payouts
- Flexible working hours to suit your lifestyle
- Remote work—enjoy a work-from-home setup
- Monthly cash incentives for top performers
- Quarterly bonuses for reaching key milestones
- Recognition and awards for your achievements
- Local and international travel incentives (with family)
- Comprehensive health, insurance, and employee savings fund
- Cash rewards for outstanding performance
- Freedom to work from anywhere
Qualifications:
- Can devote 2-4hrs per day (no fixed time)
- College graduate (4-year course)
- Willing to be trained
- Sales experience is not required
No need to resign. You may do this alongside your existing work.
Remote Insurance Consultant
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HIRING: motivated Financial Advisors (part-time/side hustle) to educate and guide individuals and families toward smarter financial decisions. You'll have the freedom to work remotely and set your own schedule while earning based on performance.
Why This Opportunity?
- Make a real impact by helping others achieve financial freedom.
- Work remotely from anywhere.
- Comprehensive training and mentorship provided.
- Growth potential — start as a side hustle, scale into a full-time career if desired.
What We're Looking For
- Bachelor's degree holder
- No finance or sales experience needed
- Self-driven, coachable, and willing to learn.
Compensation
- Performance-based income (commissions + bonuses).
- Flexible schedule — work evenings, weekends, or whenever fits your life.
Life Insurance Sales Consultant
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Work Type: Full-time, Remote (servicing Australian clients)
We are growing our life insurance advice team and looking for enthusiastic Sales Consultants to support our advisers. This role is ideal for someone with strong communication skills who enjoys building relationships, understanding client needs, and helping families secure their financial future.
Key ResponsibilitiesClient engagement & advice:
- Respond to phone & online enquiries from customers or leads.
- Conduct consultative conversations to understand clients' protection needs (Life, TPD, Trauma, Income Protection).
- Explain the cover, premium structure, and other options clearly to clients.
Quoting & Applications:
- Prepare quotes and forms.
- Assist clients with the application process, personal statement, underwriting, and documentation.
- Track leads, follow up on quotes, and ensure the application is settled.
Sales / Targets / KPIs
- Meet or exceed monthly/quarterly sales targets
- Drive sales growth, campaign performance.
Customer service & relationship building
- Build and maintain relationships with clients
- Help clients through renewals, and follow-ups.
Compliance & admin
- Ensure all documentation is correct and complies with regulations
- Maintain accurate records in systems
- Keep up to date with insurance market and insurers' notifications
Proven Sales Experience and Customer/Client Focus (English-speaking clients)
- Fluent in English (Advanced level in Speaking, Reading, Writing, Listening)
- Experience in outbound or inbound sales, preferably in insurance, financial services, or contact centres. Target-driven and able to meet or exceed KPIs.
- Able to build rapport, explain insurance products simply, handle objections, negotiate, and maintain good client relationships.
Attention to Detail, Adaptable and Compliance
- Accurate record-keeping, documentation, compliance with regulatory requirements, ethical behavior.
- Comfort with digital tools, Ability to learn quickly; working in fast-paced
- Ability to manage multiple client interactions in a professional manner
Self-Motivation / Results Orientation
- Proactive, driven, resilient under pressure, able to work autonomously, but also within a team sometimes.
- Willingness to make follow-ups, persistently pursue leads, handle rejection, maintain energy and consistency.
- You don't just do the work, you make sure it achieves measurable outcomes via settled deals.
- 100% remote role
- Regular work hours. (Monday to Friday, 9:00 AM - 6:00 PM Sydney time (includes 1-hour lunch break + 15-minute breaks in the morning and afternoon)
- 20 days annual paid leave + 10 days paid sick leave
- Competitive salary + performance-based incentives.
- Training and mentoring from experienced advisers.
- Supportive team environment with clear career growth opportunities.
- Opportunity to gain industry knowledge in the Australian life insurance market.
- Dual screens
- Camera: HD Webcam (720p)
- Headset: Noise-cancelling (preferably)
- Internet Speed: 50 Mbps - minimum
If you are passionate about client service and want to build a rewarding career in insurance sales, we'd love to hear from you
Apply by sending your CV and a short cover letter to
WFH - Life & Health Insurance Consultant
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Earn extra income while helping families secure their future.
Responsibilities:
- Reach out to prospects in your network.
- Offer part-time sales presentations.
- Provide after-sales service.
Qualifications:
- Open to students, professionals, and retirees.
- Flexible and motivated.
- With smartphone/laptop and internet access.
Remote Insurance Consultant – Perfect Side Hustle
Posted today
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Looking to earn extra income without giving up your freedom?
This flexible opportunity as a Financial Advisor is designed for people who want to:
Work on their own schedule
Start part-time and scale as desired
Generate extra cash from the comfort of home (or anywhere)
What We Offer:
- Comprehensive training and step-by-step guidance (no prior experience required)
- Unlimited earning potential — your effort = your results
- Work remotely with flexible hours
- A supportive team and proven system to help you succeed
Who This Is For:
- Parents, professionals, or anyone seeking more financial freedom (graduate of any 4-year course)
- Self-motivated individuals eager to create positive change in their lifestyle
- People with just a few spare hours a week who want to maximize their time
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Insurance Solutions Consultant
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Be part of something new and impactful. The Insurance Solutions Consultant for Worksite will be part of the pioneer batch launching this role within the organization—marking the first time we are engaging individuals for this position. This exciting opportunity is ideal for self-driven individuals who want to take part in shaping a new sales engagement model that combines financial literacy advocacy with income protection solutions for employees.
As an Insurance Solutions Consultant for Worksite, you will be provided with a fixed monthly allowance plus commission-based earnings as you promote voluntary insurance products directly to employees of partner companies. The role combines client education through financial literacy talks and consultative selling via individual financial needs analysis, with the goal of helping employees and members make informed financial decisions.
Key Responsibilities
Relationship Management
· Build rapport with HR representatives, employees, organization heads and members
· Maintain a regular presence in assigned accounts to build trust and visibility
· Provide after-sales support, including policy servicing and claims assistance
Client Engagement & Conversion
· Participate as a speaker or facilitator in financial literacy sessions
· Conduct individual consultations with employees and members during worksite events
· Present and recommend life, health, savings, and retirement income solutions based on client needs
- Meet individual sales targets and contribute to the overall success of pilot campaigns
· Facilitate application, underwriting, and policy issuance processes
Compliance & Documentation
· Ensure proper documentation of activities and client interactions
· Adhere to all regulatory and internal compliance requirements
· Protect client confidentiality and uphold ethical selling standards
Qualifications
- Education: College graduate; business, marketing, or communications background preferred.
- Experience: Sales experience (insurance or financial services preferred but not required).
Key Traits and Skills:
Strong presentation and communication skills
- Sales-oriented with a consultative approach
- Professional, personable, and self-motivated
- High level of persistence and comfort with fieldwork
- Willing to travel; ability to drive is a plus
Compensation and Benefits
- Fixed Monthly Allowance to support mobility and day-to-day client engagement
- Sales Commissions based on issued and paid policies
- Incentives and Recognition programs tied to performance
Why Join as an Insurance Solutions Consultant for Worksite?
- Be part of a first-of-its-kind sales initiative in the organization
- Enjoy the best of both worlds: income stability + uncapped earnings potential
- Make a difference by delivering financial literacy and protection to working Filipinos
- Help shape the future of worksite marketing within a trusted and growing organization
Insurance Sales Officer
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The position is primarily responsible for providing support in the implementation of sales and operating strategies to attain revenue and profit targets. The position is also responsible for maintaining partnerships with stakeholders.
Key Responsibilities:
- Provides support to the Department Head in implementing sales and operating strategies to attain revenue and profit targets.
- Executes sales drive strategies to optimize sales.
- Evaluates profitability of accounts and recommends remedial action to maintain favorable account loss ratios.
- Mobilizes the team in prospecting and networking with potential clients.
- Reviews proposal letter to prospective client.
- Ensures accuracy of insurance sales in terms of amount, client, branch, and other details.
- Monitors account conservation, timely renewal of policies, and collection of premium payments.
- Communicates with Insurance Product team in developing and enhancing products.
Job Qualifications:
- Graduate of any 4-year course
- At least three (3) years work-related experience in (Life / Non-Life / Health-HMO) and Marketing.
- Preferably with driving skills.
- Amenable to do field work
- Willing to work in Makati/Pasay area
Insurance Sales Officer
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- Candidate must possess at least Bachelor's/College Degree in any field.
- At least 1 Year(s) of working experience in the related field is required for this position
- Undertakes Financial planning interviews
- Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products
- Provides after-sales services
- Develops and maintains sound relationships with bank branch personnel
- Generates referrals for the bank from fact finding interviews
Job Type: Full-time
Pay: Php20, Php23,000.00 per month
Benefits:
- Company events
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
Work Location: In person