Financial Advisor

Pru Life U.K - Team Sara

R$1.9-3.8K[Mensual]
Híbrido - TaguigSem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Incentivos

  • Desenvolvimento Profissional

    Desenvolvimento Profissional

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

Descrição:

  • 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. 

Requisito

  • 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


Habilidades de ComunicaçãoHabilidades Interpessoais
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Debby Calimag

Assistant Unit ManagerPru Life U.K - Team Sara

Local de trabalho

2nd Floor, B6 Parking. B6, Bonifacio High Street, Taguig, Metro Manila, Philippines

Postado em 15 July 2025

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Pru Life U.K - Team Sara

Desfinanciado / Anjo

501-1000 Funcionários

Seguros e Superanuição

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