Insurance Agent

2 weeks ago


Manila, National Capital Region, Philippines Michael Oliver De Asis Insurance Services Inc. Full time

Position Title: Part-Time Financial Advisor
Company: Pru Life UK
Location: Nationwide (Philippines)
Employment Type: Part-Time
Nationality Requirement: Filipino
Educational Requirement: Bachelor's Degree (any field)

Job Summary:

As a Part-Time Financial Advisor at Pru Life UK, you will be responsible for providing financial planning services to clients, offering tailored insurance solutions, and helping clients achieve their financial goals. You will be expected to build relationships with clients, assess their financial needs, and guide them in choosing the best products and services. This position offers flexibility, allowing you to work part-time while making a meaningful impact on the financial well-being of individuals and families.

Key Responsibilities:
  1. Financial Needs Analysis: Conduct a thorough financial assessment of clients, identifying their financial goals and objectives.

  2. Product Recommendation: Based on the needs analysis, recommend appropriate financial products and services, including life insurance, investment options, and other financial solutions.

  3. Client Relationship Management: Build and maintain long-term relationships with clients by providing excellent customer service, offering ongoing financial advice, and adjusting plans as needed.

  4. Sales and Targets: Meet sales targets by prospecting new clients, conducting presentations, and closing deals.

  5. Compliance: Ensure all activities and recommendations comply with industry regulations and company policies.

  6. Continuous Learning: Stay updated on financial products, industry trends, and market conditions. Attend training programs and seminars provided by Pru Life UK.

  7. Networking and Referrals: Leverage personal networks and seek referrals to expand your client base.

Qualifications:
  1. Education: Bachelor's degree in any field.

  2. Nationality: Filipino citizen.

  3. Experience: Previous experience in sales or customer service is preferred but not required. Training will be provided.

  4. Skills:

    1. Strong communication and interpersonal skills.

    2. Self-motivated and results-driven.

    3. Ability to work independently and manage time efficiently.

    4. Strong analytical and problem-solving skills.

    5. Basic knowledge of financial products and services (preferred but not required).

Additional Requirements:
  1. Must be willing to attend training and development programs.

  2. Access to a computer or mobile device for virtual meetings and presentations.

  3. Strong work ethic and positive attitude.

Benefits:
  1. Competitive commission-based compensation structure.

  2. Flexible working hours, allowing you to balance work and personal life.

  3. Comprehensive training and mentorship.

  4. Opportunities for career growth and development.

  5. Access to exclusive financial products.

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