Insurance Agent

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

• Client Consultation and Needs Assessment: Agents engage with clients to understand their financial goals, such as retirement planning, education funding, and wealth accumulation. They assess individual circumstances to recommend appropriate insurance and investment products.
• Product Presentation and Recommendations: Based on the needs assessment, agents present suitable financial solutions, including life insurance policies, health coverage, and investment-linked products. They provide detailed information to help clients make informed decisions.
• Sales and Client Acquisition: Agents are responsible for expanding their client base through referrals, networking, and outreach efforts. This aspect of the role involves proactive engagement to build and maintain client relationships.
• Ongoing Client Support and Service: Beyond initial sales, agents offer continuous support to clients, addressing inquiries, assisting with policy updates, and ensuring that the financial solutions remain aligned with clients' evolving needs.
• Team Collaboration and Leadership Development: Agents have opportunities to mentor and lead new recruits, contributing to team growth and development. Some agents progress to managerial roles, overseeing teams and driving business expansion.