Financial Advisor

Hammerjack Pty Ltd; Philippines; On-site; PHP 200,000 - 420,000; Full time

Benefits offered by this job

Part-time or Full-Time Opportunity

Flexible Working Schedule

Commission-based income

Training and mentorship

Personal and professional development

Performance-based incentives andrecogn

Job summary

Pru Life UK is seeking a Financial Advisor to help individuals and families identify financial needs and provide suitable insurance and financial solutions.

You will build a client base, assess needs, explain policy features, process applications, and support clients with claims and coverage concerns while pursuing sales targets.

Qualifications

• At least College Graduate.
• 1 year of working experience preferred.
• Sales or customer service experience; insurance experience is an advantage.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management skills.
• Proficient in using social media and other digital platforms.
• Has a stable internet connection and access to a tablet and/or laptop.
• Willing to undergo training and obtain the necessary license.

Responsibilities

• 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 in a clear and simple manner.
• Process applications, handle renewals, and maintain client records.
• Provide ongoing support to clients, including assistance with claims and coverage-related concerns.
• Meet or exceed sales goals and performance targets.
• Stay updated with industry trends, product knowledge, and licensing requirements.
• Ensure compliance with insurance laws and company policies.

Skills

Sales experience

Communication skills

Interpersonal skills

Time management

Social media

Organizational skills

Stable internet

Licensing readiness

Education

College graduate

Job description

FINANCIAL ADVISOR - PRU LIFE UK

Job Description

As a Financial Advisor with Pru Life UK, you will help individuals and families identify their financial needs and provide suitable insurance and financial solutions.

Key Responsibilities

• 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 in a clear and simple manner
• Process applications, handle renewals, and maintain client records
• Provide ongoing support to clients, including assistance with claims and coverage-related concerns
• Meet or exceed sales goals and performance targets
• Stay updated with industry trends, product knowledge, and licensing requirements
• Ensure compliance with insurance laws and company policies

Qualifications

• At least College Graduate
• With 1 year of working experience preferred
• Proven sales or customer service experience; insurance experience is an advantage
• Excellent communication and interpersonal skills
• Strong organizational and time-management skills
• Proficient in using social media and other digital platforms
• Has a stable internet connection and access to a tablet and/or laptop
• Willing to undergo training and obtain the necessary license

What We Offer

• Part-Time or Full-Time Opportunity
• Flexible Working Schedule
• Commission-based income
• Training and mentorshipPersonal and professional development
• Performance-based incentives and recognition
• Opportunity to build a career in the financial services industry
• Opportunity to earn additional income while maintaining other work or personal commitments

Who Is This For

This opportunity is ideal for employees, entrepreneurs, freelancers, parents, fresh graduates, career shifters, and professionals who want a flexible career and are willing to learn something new in the financial services industry.