Finance Strategist (Remote | Part-Time / Full-Time)

Marknel Lawrence Panaglima Reyes - Insurance; Marikina; À distance; PHP 279 000 - 670 000; Plein temps

Avantages offerts par ce poste

Professional training

Mentorship

Career development

Performance-based incentives

Résumé du poste

Pru Life UK is seeking individuals in the Philippines to pursue a career in insurance and financial services. The role welcomes fresh graduates, professionals looking for a transition, and those willing to undertake training and licensing.

You will conduct needs assessments, explain products, service policies, and build client relationships. Most positions offer remote or flexible scheduling, with commissions based on performance and opportunities for professional development and advancement.

Qualifications

• Graduates of a 4-year or 5-year college degree program.
• Fresh graduates are encouraged to apply.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Willing to complete the required training and insurance licensing examination.
• Able to work independently and manage responsibilities.
• Currently residing in the Philippines.

Responsabilités

• Participate in required training and professional development programs.
• Conduct financial needs assessments and client consultations.
• Explain insurance products and financial protection options based on client needs.
• Assist policyholders with policy updates, servicing requests, and claims-related inquiries.
• Build and maintain professional relationships with clients.
• Maintain records of client interactions and related activities.

Connaissances

Sales experience

Customer service

Formation

Bachelor's degree

Description du poste

Job Description

Pru Life UK is looking for individuals interested in pursuing a career in insurance and financial services.

Applications are open to fresh graduates, working professionals, and individuals seeking a career transition.

Key Responsibilities

• Participate in required training and professional development programs.
• Conduct financial needs assessments and client consultations.
• Explain insurance products and financial protection options based on client needs.
• Assist policyholders with policy updates, servicing requests, and claims-related inquiries.
• Build and maintain professional relationships with clients.
• Maintain records of client interactions and related activities.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are encouraged to apply.

• Experience in sales, customer service, or financial services is an advantage but not required.
• Willing to complete the required training and insurance licensing examination.
• Able to work independently and manage responsibilities.
• Currently residing in the Philippines.

Compensation and Opportunities

• Commission-based compensation based on individual performance.
• Professional training and mentorship.
• Performance-based incentives, subject to qualification.
• Career development and advancement opportunities.
• Recognition programs for qualified individuals.

Work Arrangement

• Part-time and full-time opportunities available.
• Flexible scheduling based on professional responsibilities.
• Primarily remote work arrangement.
• Participation in scheduled training and team activities may be required.