Financial Advisor

Financial Advisor @ Pru Life UK (Rey Correa); Pasig; On-site; PHP 111,600 - 223,200; Part time

Job summary

A financial services company is urgently seeking a Financial Advisor to develop and maintain a client base. This role involves assessing client needs, recommending insurance products, and providing ongoing support. Ideal candidates have at least a bachelor's degree and relevant sales or customer service experience. The position is hybrid in Pasig with a salary range of ₱10-20K monthly.

Qualifications

• At least a college graduate.
• 1 year working experience preferred.
• Proven sales or customer service experience; insurance experience is a plus.

Responsibilities

• Develop and maintain a client base through networking and referrals.
• Assess client needs and recommend insurance products.
• Explain policy features and coverage to clients clearly.
• Process applications and handle renewals.
• Provide ongoing support to clients with claims.
• Meet or exceed sales goals and performance targets.

Skills

Excellent communication skills

Strong organizational abilities

Proficient in social media platforms

Sales experience

Customer service experience

Education

Bachelor's degree

Job description

Urgent ₱10-20K [Monthly] Hybrid - Pasig 1‑3 Yrs Exp Bachelor Part‑time

Job Description

• 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.
• 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)