Financial Consultant (Work from Home: Part Time)

Marknel Lawrence Panaglima Reyes - Insurance; Taytay; Remote; PHP 167,000 - 391,000; Full time

Benefits offered by this job

Commission-based pay

Training & development

Career progression

Job summary

Pru Life UK is seeking individuals to pursue a career in insurance and financial services. The role involves client consultations, identifying protection needs, explaining solutions, and providing ongoing support to policyholders.

Open to fresh graduates and experienced professionals who meet qualifications, the position offers part-time or full-time opportunities with remote work, training, licensing support, and the potential for commissions based on performance.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Experience in sales, customer service, or related fields is an advantage but not required.
• Willing to undergo the required training and licensing examination.
• Able to work independently and manage responsibilities effectively.
• Currently residing in the Philippines.

Responsibilities

• Participate in required training and professional development activities.
• Conduct client consultations and financial needs assessments.
• Provide information about insurance products and coverage options.
• Assist clients with policy inquiries, updates, and servicing requests.
• Maintain professional relationships with existing and prospective clients.
• Complete necessary documentation and administrative tasks.

Skills

Communication

Interpersonal skills

Sales experience

Independent work

Education

4-year or 5-year college degree

Job description

Job Description

We are looking for individuals interested in pursuing a career in the insurance and financial services industry with Pru Life UK.

The position involves conducting client consultations, identifying financial protection needs, explaining available insurance solutions, and providing ongoing assistance to policyholders.

Applications are open to fresh graduates and experienced professionals who meet the qualifications.

Key Responsibilities

• Participate in required training and professional development activities.

• Conduct client consultations and financial needs assessments.

• Provide information about insurance products and coverage options.

• Assist clients with policy inquiries, updates, and servicing requests.

• Maintain professional relationships with existing and prospective clients.

• Complete necessary documentation and administrative tasks.

Qualifications

• Graduate of a 4-year or 5-year college degree program.

• Fresh graduates are welcome to apply.

• Good communication and interpersonal skills.

• Experience in sales, customer service, or related fields is an advantage but not required.

• Willing to undergo the required training and licensing examination.

• Able to work independently and manage responsibilities effectively.

• Currently residing in the Philippines.

Compensation and Professional Development

• Commission-based compensation determined by individual performance.

• Additional performance incentives may be available, subject to qualification.

• Training and professional development support.

• Opportunities for career development based on performance and applicable requirements.

Work Arrangement

• Part-time and full-time opportunities available.

• Primarily remote working arrangement.

• Flexible schedule based on agreed responsibilities.