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INSURANCE AGENT (CAVITE / WFH)

PRU Life UK - Team JP
INSURANCE AGENT (CAVITE / WFH)
PRU Life UK - Team JP
Remote Details
Open Country:Philippines
Language Requirements:English | Tagalog
Job Description
Description
- Assess clients' financial needs, goals, and risk tolerance.
- Develop customized financial plans, including investments, insurance, and retirement strategies.
- Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
- Monitor and update clients' financial plans based on market trends and life changes.
- Educate clients on financial concepts and risk management
- Maintain long-term relationships with clients and provide ongoing support.
Requirements
- Graduate of at least any 4-year course
- With internet connection
- Preferably with laptop or tablet device
- Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
- No experience required

JP Rodriguez
Assistant Unit ManagerPRU Life UK - Team JP
Replied 8 minutes ago