Financial Insurance Advisor & Growth Leader

Pru Life UK; Makati; On-site; PHP 334,800 - 669,600; Full time

Job summary

Pru Life UK in Makati is seeking agents to consult with clients on financial goals such as retirement planning and education funding. The role involves presenting suitable insurance and investment products, expanding client base through networking, and providing ongoing support. Additionally, agents have the chance to mentor new recruits and develop into managerial roles. This position offers a dynamic work environment focused on client success and team growth.

Responsibilities

• Engage with clients to understand their financial goals.
• Present suitable financial solutions based on needs assessment.
• Expand client base through referrals and networking.
• Provide ongoing support to clients post-sales.
• Mentor new recruits and develop team leadership.

Job description

Pru Life UK in Makati is seeking agents to consult with clients on financial goals such as retirement planning and education funding. The role involves presenting suitable insurance and investment products, expanding client base through networking, and providing ongoing support. Additionally, agents have the chance to mentor new recruits and develop into managerial roles. This position offers a dynamic work environment focused on client success and team growth.