Financial Advisor

Financial Advisor @ Pru Life UK (Rey Correa)

急招
R$960-1.9K[月薪]
混合办公 - 帕西格1-3年经验本科兼职
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职位描述

职位描述

  • Develop and maintain a client base through networking, referrals, and leads.
  • Assess client needs and recommend suitable insurance products.
  • Explain policy features, coverage, and premiums to clients in a clear and simple manner.
  • Process applications, handle renewals, and update client records.
  • Provide ongoing support to clients, assisting with claims and coverage questions.
  • Meet or exceed sales goals and performance targets.
  • Stay current with industry trends, product knowledge, and licensing requirements.
  • Ensure compliance with all insurance laws and company policies.

职位要求

  • At least college graduate.
  • With 1 year working experience preferred.
  • Proven sales or customer service experience; insurance experience is a plus.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Proficient in using social media, and other platforms.
  • With stable internet connection, and device (tablet and/or laptop)
沟通技能financial advice人际交往能力财富管理INSURANCEleads generationnetworkingclient relationshipselling skill
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Reynaldo Correa

Unit ManagerFinancial Advisor @ Pru Life UK (Rey Correa)

七天内活跃

工作地址

18F, Exquadra Tower. 1 Jade Drive Ortigas Center, Pasig, Metro Manila, Philippines

发布于 28 May 2025

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Financial Advisor @ Pru Life UK (Rey Correa)

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