WHR Global Consulting
POSITION TITLE: Branch Insurance Officer for Makati
WORK LOCATION: Makati
WORK SETUP: On-site
SALARY: Php 35,000
The Agency Recruitment and Activation Officer will be responsible for identifying, recruiting, and activating agents to represent the organization. The primary goal is to build a strong network of motivated and knowledgeable agents who align with the company’s mission and values. By effectively sourcing, screening, onboarding, and supporting agents, the role will significantly contribute to the growth and success of the agency.
FUNCTIONS (DUTIES AND RESPONSIBILITIES)
1. Agent Sourcing and Recruitment
• Develop and implement recruitment strategies to attract potential agents through advertising, networking, and referrals.
• Identify key talent pools and target demographics for agent recruitment.
• Conduct outreach activities such as job fairs, community events, and online campaigns to attract prospective agents.
2. Screening and Selection
• Review applications and resumes to identify qualified candidates.
• Conduct interviews and assessments to evaluate candidates’ knowledge, skills, experience, and alignment with organizational values.
• Assess suitability for the role of agent based on behavioral and competency-based evaluations.
3. Agent Activation and Onboarding
• Facilitate the onboarding process for new agents, providing training, resources, and ongoing support to ensure success.
• Coordinate orientation sessions to familiarize new agents with the company’s mission, policies, products, and services.
• Ensure agents are equipped with the tools and information needed to represent the agency effectively.
4. Relationship Management
• Build and maintain strong relationships with agents, serving as their primary point of contact for concerns and inquiries.
• Provide ongoing support and coaching to help agents achieve goals and overcome challenges.
• Foster a positive and collaborative environment that promotes agent loyalty and engagement.
5. Performance Monitoring and Support
• Monitor agent performance and provide feedback, coaching, and recognition as needed.
• Identify training and development opportunities to enhance agent skills and effectiveness.
• Recognize and reward top-performing agents for their contributions to the agency.
6. Documentation and Compliance
• Maintain accurate records of agent information, including contracts, certifications, and performance evaluations.
• Ensure compliance with relevant regulations and company policies governing agent recruitment and activation.
JOB SKILLS AND QUALIFICATIONS
• Bachelor’s Degree in Business Administration, Marketing, Human Resources, or a related field.
• Proven experience in recruitment, sales, or a similar role, preferably in the insurance, real estate, or financial services industry.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with agents.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
• Knowledge of relevant laws and regulations governing agent recruitment and employment.
ATTRIBUTES
• Results-Driven: Focused on achieving recruitment targets and activating high-performing agents.
• Relationship Builder: Skilled at establishing and maintaining strong relationships with agents and stakeholders.
• Problem Solver: Capable of identifying challenges and finding effective solutions.
• Team Player: Works collaboratively with colleagues and stakeholders to achieve common goals.
• Adaptable: Able to adjust to changing priorities in a dynamic environment.
Candidates with attached CVs and relevant experience will be considered for a phone interview.
Arisha Cortez
Recruitment AssociateWHR Global Consulting
Active today
Makati. Makati, Metro Manila, Philippines

Posted on 06 November 2025
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