Financial Advisor

Prime Summit Life Insurance Agency - Grace Lapastora; Mandaluyong; On-site; PHP 223,200 - 334,800; Part time

Job summary

A leading insurance agency is seeking part-time agents in Mandaluyong. Candidates will conduct cold calls, initiate client meetings, and present insurance products. A Bachelor's degree is required, and no sales experience is necessary. Ideal candidates should have a laptop and smartphone. This hybrid role offers flexibility while engaging directly with clients to develop tailored insurance plans.

Qualifications

• Candidate must possess at least a Bachelor's/Degree in any field.
• Preferably with a laptop and a smartphone.
• With or without sales experience.

Responsibilities

• Responsible conducting cold call to prospect clients.
• Initiate in setting client meeting for financial planning.
• Identify the financial status of the client to develop a solid insurance plan.
• Present products and services of the Prulife UK to prospective clients.
• Conduct financial review for existing clients.

Education

Bachelor's Degree in any field

Tools

Laptop

Smartphone

Job description

Prime Summit Life Insurance Agency - Grace Lapastora

Hybrid - Mandaluyong No Exp Required Bachelor Part-time

Job Description

Responsibilities

• Responsible conducting cold call to prospect clients
• Initiate in setting client meeting for financial planning
• Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information needed to develop a solid insurance plan that meets their financial needs
• Present products and services of the Prulife UK to prospective clients
• Conduct financial review for existing clients

Job Requirements

• Candidate must possess at least a Bachelor's/Degree in any field
• Preferably with a laptop and a smartphone
• With or without sales experience