Insurance Agent

Pru Life UK- Team Elsbeth; Makati; On-site; PHP 240,000 - 420,000; Full time

Job summary

A financial services team in Makati is looking for agents to consult clients about their financial goals and present suitable insurance and investment products. Responsibilities include client acquisition, ongoing support, and leadership development. Candidates should be college graduates, trainable, and able to work from home.

Qualifications

• Must be trainable.
• Ability to work from home.
• Can do work from home

Responsibilities

• Engage with clients to understand financial goals.
• Present suitable financial solutions.
• Expand client base through networking.
• Provide ongoing support to clients.
• Mentor and lead new recruits.

Education

College Graduate of any degree

Job description

Responsibilities

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

Qualifications

1. College Graduate of any degree
2. Trainable
3. Can do work from home