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Insurance and Investment Advisor

2 weeks ago

Manila, National Capital Region, Philippines Private Advertiser Full time
About Us
Pru Life of UK is a leading provider of life insurance and investment solutions in the Philippines. With over 20 years of experience, we have established ourselves as a trusted name in the industry. Our commitment to excellence, innovation, and customer-centricity has earned us a reputation for delivering exceptional results.

We are seeking motivated individuals to join our team as part-time Insurance and Investment Brokers. This is an excellent opportunity for fresh graduates or those looking for a flexible work-from-home arrangement. As an Insurance and Investment Broker, you will be responsible for providing expert advice and tailored solutions to help our clients achieve their financial goals.

Key Responsibilities:
- Conduct needs analysis to understand clients' financial objectives and risk profile
- Recommend appropriate insurance and investment products to meet clients' needs
- Process applications and liaise with the underwriting team to ensure a seamless experience for clients
- Provide ongoing support and advice to clients, helping them monitor and manage their portfolios
- Actively network and generate new leads to expand the client base
- Attend training sessions and workshops to stay up-to-date with industry trends and regulations

What We're Looking For:
- Passion for the financial services industry and a desire to help clients achieve their goals
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients
- Excellent problem-solving and analytical skills to identify the right solutions for clients
- Basic understanding of insurance and investment products, or a willingness to learn
- Familiarity with the Metro Manila area and its financial services landscape

Benefits:
- Flexible work arrangements to maintain a healthy work-life balance
- Comprehensive training and development programs to enhance your skills
- Competitive commission structure and performance-based bonuses
- Access to our extensive network of resources and industry experts

At Pru Life of UK, we are committed to providing our employees with a supportive and rewarding work environment.