Financial Advisor

Pru Life U.K - Team Sara; Taguig; On-site; PHP 83,000 - 138,000; Full time

Job summary

A leading insurance team in the Philippines is seeking motivated individuals to join as insurance agents. This role involves identifying clients, analyzing their needs, and providing policy recommendations. Fresh graduates are encouraged to apply, with training provided online. If you're tech-savvy and have a stable internet connection, this could be the opportunity to kickstart your career in insurance.

Qualifications

• No prior experience needed; fresh graduates welcome.
• Candidates aged 21-40 are encouraged to apply.
• Must have a device like iPad, tablet, or laptop.
• Stable internet connection of at least 10 Mbps required.
• Can work at least 1-3 hours per day.
• Have a device like iPad, tablet, or laptop.
• With stable internet connection of at least 10 Mbps.

Responsibilities

• Identify and solicit potential clients through referrals, networking, and marketing.
• Analyze clients' needs to recommend insurance coverage.
• Explain features, benefits, and limitations of policies.
• Guide clients through the application process.
• Review existing policies and recommend adjustments.
• Help clients navigate the claims process.
• Build and maintain relationships with clients.
• Stay updated on industry trends and new products.
• Maintain accurate client records and manage paperwork.

Skills

Sales and marketing

Needs assessment

Client relationship management

Industry knowledge

Administrative skills

Education

Graduate of any 4-year college course

Tools

Zoom

Job description

Responsibilities

• Sales and Marketing: Identify and solicit potential clients through various channels like referrals, networking, and marketing campaigns.
• Needs Assessment: Analyze clients' needs and financial situations to recommend appropriate insurance coverage.
• Policy Advice: Explain the features, benefits, and limitations of different insurance policies.
• Application and Processing: Guide clients through the application process, ensuring all necessary documentation is completed and submitted.
• Policy Maintenance: Review existing policies periodically and recommend adjustments based on life changes.
• Claim Assistance: Help clients navigate the claims process and ensure timely settlements.
• Client Relationship Management: Build and maintain strong relationships with clients to foster loyalty and repeat business.
• Industry Knowledge: Stay updated on industry trends, regulations, and new insurance products.
• Administrative Tasks: Maintain accurate client records, manage paperwork, and handle policy renewals.

Qualifications

• No prior experience needed. Fresh graduates are welcome to apply.
• Graduate of any 4‑year college course.
• 21‑40 years old.
• Willing to be trained (Online via Zoom).
• Can work at least 1‑3 hours per day.
• Have a device like iPad, tablet, or laptop.
• With stable internet connection of at least 10 Mbps.