Full-Time Junior Unit Manager of Pru Life UK

Pru Life UK; Philippines; On-site; PHP 910,000 - 1,820,000; Full time

Benefits offered by this job

Php 20K-40K weekly income

Local and international travel

Free HMO

Agent Savings Plan

Any 4 year course graduate

Fresh graduates welcome

Goal-driven

Part-time or Full-time

For Full-timers Sales Manager - extra

Job summary

Pru Life UK - Team Kezia is seeking a motivated Financial Advisor to join our team. You will deliver expert financial advice and life insurance solutions, working closely with clients to understand their needs and develop personalized financial plans.

Responsibilities include client consultations, financial planning, insurance guidance, portfolio reviews, and ensuring compliance. You will build lasting client relationships, stay informed on market trends, and help clients protect and grow their

Responsibilities

• Conduct one-on-one consultations with clients to assess financial goals, needs, and existing coverage.
• Create detailed financial plans and strategies that address clients' needs, including life insurance, retirement planning, and investment strategies.
• Recommend and explain insurance products and services that are best suited to meet clients' financial goals and risk profiles.
• Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.
• Ensure all financial advice and transactions comply with industry regulations and company policies.
• Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.
• Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients.

Job description

Pru Life UK - Team Kezia is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.

Position Overview

We are looking for a motivated and client-focused Financial Advisor to join our team at Pru Life UK - Team Kezia. In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.

Client Consultation

• Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.

Financial Planning

• Create detailed financial plans and strategies that address clients needs, including life insurance, retirement planning, and investment strategies.

Insurance Solutions

• Recommend and explain insurance products and services that are best suited to meet clients financial goals and risk profiles.

Portfolio Management

• Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.

Compliance

• Ensure all financial advice and transactions comply with industry regulations and company policies.

Client Relationship Management

• Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.

Market Awareness

• Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients.

What We Offer

• Php 20K-40K weekly income
• Local and international travel opportunities
• Free HMO
• Agent Savings Plan
• Any 4 year course graduate
• Fresh graduates are welcome
• Goal-driven
• Part-time or Full-time
• For Full-timers Sales Manager - extra 20K to 100K