Financial Advisor

4 weeks ago


Pasig, Philippines Pru Life U.K - Team Sara Full time

Responsibilities

  • 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.
Qualifications
  • 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
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