Financial Advisors

₱20-40K[Monthly]
RemoteFull-time1-3 Yrs ExpBachelor
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Remote Details

Open CountryWorldwide

Language RequirementsEnglish, Tagalog

Job Description

financial advisor

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.

Requirements

  • Education: Graduate of any 4-year course.
  • Technical Requirements: Must have a stable internet connection for remote work.
  • Training: Willingness to attend Zoom training sessions as required.
  • Availability: Ability to work for at least 2 hours a day.
  • Skills:Strong sales and client acquisition skills.
  • Proficiency in policy analysis, quoting, and underwriting.
  • Excellent communication and relationship management abilities.
  • Experience in providing claims assistance and policy maintenance.
  • Note: There is no need to resign from your current job; this role can be pursued on a part-time basis.
  • Perks and Benefits:
  • Earnings: Weekly earnings between 10-20k, with additional monthly and quarterly bonuses.
  • Insurance and HMO Coverage: Free insurance and health maintenance organization (HMO) coverage.
  • Awards and Incentives: Opportunities for awards and various incentives.
  • Travel Opportunities: Free local and international travel opportunities.
  • Retirement Package: Comprehensive retirement package.

Czarlene Kaye San Juan

ASSISTANT UNIT MANAGERPru Life UK - Team CK

Posted on 06 September 2024

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