Remote

Financial Advisors

₱20-40K[Monthly]
Remote
1-3 Yrs Exp
Bachelor
Full-time
Czarlene Kaye San Juan · ASSISTANT UNIT MANAGER
Pru Life UK - Team CK
Insurance & Superannuation
<50 Employees
Unfinanced / Angel
financial advisor
Financial Advisors
Czarlene Kaye San Juan · ASSISTANT UNIT MANAGER
Description

We are seeking motivated and results-driven Financial Advisors to join our dynamic team. In this remote role, you will be responsible for acquiring new clients, analyzing and recommending insurance policies, and providing comprehensive support throughout the policy lifecycle. This position offers an exciting opportunity with significant earning potential and a range of attractive benefits.


  • Sales and Client Acquisition: Drive growth by acquiring new clients and expanding our client base. Develop and implement effective strategies for client outreach and engagement.
  • Policy Analysis and Evaluation: Conduct thorough analyses of clients' insurance needs and evaluate available policy options. Provide detailed assessments to determine the best policy solutions.
  • Policy Recommendations: Offer tailored recommendations based on clients' individual needs and financial goals. Ensure that clients are informed about the most suitable insurance policies.
  • Quoting and Underwriting: Prepare accurate insurance quotes and handle the underwriting process. Ensure compliance with company guidelines and industry standards.
  • Claims Assistance: Support clients through the claims process, offering assistance to ensure a smooth and timely resolution of their claims.
  • Policy Maintenance: Oversee the management and updating of existing policies. Ensure that all policy modifications are accurately documented and communicated.
  • Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or issues they may have.
Remote

Financial Advisor

$200[Monthly]
Remote
1-3 Yrs Exp
Master
Freelance
津田 大郎 · オーナー
合同会社88milrec
Real Estate & Property Management
<50 Employees
Unfinanced / Angel
クライアントサービス
Financial Advisor
津田 大郎 · オーナー
Description

  • Real Estate Sales
  • Remote

    Financial Advisor

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    1-3 Yrs Exp
    Bachelor
    Full-time
    Julie Anne Pearl Afos · Associate Unit Manager
    PRULIFE UK- TEAM MAC
    Insurance & Superannuation
    501-1000 Employees
    Unfinanced / Angel
    Finance | Financial | Financial Analysis
    Financial Advisor
    Julie Anne Pearl Afos · Associate Unit Manager
    Description
    • Help clients regarding their financial planning needs and priorities
    • Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others. Advocate the importance of financial literacy in the Philippines

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