Financial Advisor

Team Neil - Pru Life UK; Makati; On-site; PHP 240,000 - 420,000; Full time

Benefits offered by this job

HMO

Quarterly Production Bonus

Quarterly Free Travel

Monthly Perks and Incentives

Job summary

A leading insurance provider in Metro Manila is seeking a motivated individual to conduct client consultations and tailor insurance plans. Responsibilities include assisting clients with applications, building strong relationships, and developing a team for future promotions. The role offers various perks including health benefits, quarterly bonuses, and travel incentives. Ideal candidates should be proactive and have a strong client service orientation.

Responsibilities

• Conduct consultations with potential clients either on-site or virtually.
• Present and discuss suitable insurance plans tailored to clients’ needs.
• Assist clients with their insurance applications and required documents.
• Build and maintain strong relationships with existing clients.
• Develop and lead your own team in preparation for future promotion opportunities.

Job description

Responsibilities

• Conduct consultations with potential clients either on-site or virtually.
• Present and discuss suitable insurance plans tailored to clients’ needs.
• Assist clients with their insurance applications and required documents.
• Build and maintain strong relationships with existing clients.
• Develop and lead your own team in preparation for future promotion opportunities.

Other Benefits

• HMO
• Quarterly Production Bonus
• Quarterly Free Travel
• Monthly Perks and Incentives