Financial Advisor

Pru Life U.K - Team Sara

＄350-700[Monthly]
Hybrid - TaguigNo Exp RequiredBachelorPart-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Incentives

  • Professional Development

    Professional Development

  • Work-Life Balance

    Flexible Hours, Work from Home

Description

  • Sales and Marketing: Identify and solicit potential clients through various channels like referrals, networking, and marketing campaigns. 
  • Needs Assessment: Analyze clients' needs and financial situations to recommend appropriate insurance coverage. 
  • Policy Advice: Explain the features, benefits, and limitations of different insurance policies. 
  • Application and Processing: Guide clients through the application process, ensuring all necessary documentation is completed and submitted. 
  • Policy Maintenance: Review existing policies periodically and recommend adjustments based on life changes. 
  • Claim Assistance: Help clients navigate the claims process and ensure timely settlements. 
  • Client Relationship Management: Build and maintain strong relationships with clients to foster loyalty and repeat business. 
  • Industry Knowledge: Stay updated on industry trends, regulations, and new insurance products. 
  • Administrative Tasks: Maintain accurate client records, manage paperwork, and handle policy renewals. 

Requirements

  • No prior experience needed. Fresh graduates are welcome to apply.
  • Graduate of any 4year college course
  • 21-40 years old
  • Willing to be trained (Online via zoom)
  • Can work at least 1-3 hours per day
  • Have a device like ipad, tablet, or laptop
  • With stable internet connection of at least 10mbps


Communication SkillsInterpersonal Skills
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Debby Calimag

Assistant Unit ManagerPru Life U.K - Team Sara

Working Location

2nd Floor, B6 Parking. B6, Bonifacio High Street, Taguig, Metro Manila, Philippines

Posted on 15 July 2025

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Pru Life U.K - Team Sara

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501-1000 Employees

Insurance & Superannuation

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