Insurance Agent

Pru Life UK - Royals Branch - Oliver Tesorero; Pasay; Hybrid; PHP 334,800 - 558,000; Full time

Benefits offered by this job

Flexible hours

Travel concierge

Work from home option

Job summary

A leading financial services company in Metro Manila is seeking a Financial Advisor to help individuals and families secure their financial future through planning, protection, and investment strategies. Responsibilities include prospecting clients, conducting financial analyses, recommending plans, and providing after-sales service. The ideal candidate should be a college graduate with strong communication skills and a tech-savvy approach. The position offers flexible hours and a work-from-home option.

Qualifications

• Good communication and interpersonal skills.
• Tech-savvy with online tools.
• Willing to undergo training and certification.

Responsibilities

• Prospect and connect with potential clients.
• Conduct financial needs analysis.
• Recommend suitable insurance and investment plans.
• Assist clients in policy application and processing.
• Provide after-sales service and regular policy reviews.
• Meet personal and team sales targets.

Skills

Good communication and interpersonal skills

Tech-savvy

Goal-oriented

Education

College graduate (any course)

Job description

Job Description

As a Financial Advisor, you will help individuals and families secure their financial future through proper planning, protection, and investments.

Responsibilities

• Prospect and connect with potential clients
• Conduct financial needs analysis
• Recommend suitable insurance and investment plans
• Assist clients in policy application and processing
• Provide after-sales service and regular policy reviews
• Meet personal and team sales targets

Job Requirements

• College graduate (any course)
• Good communication and interpersonal skills
• Tech-savvy (comfortable with online meetings and social media)
• Willing to undergo training and certification
• Goal-oriented and self-motivated
• Stable internet connection (for online work setup)

Benefits

• Flexible hours
• Travel concierge
• Work from home option

Working Location

Ground Floor, FiveE-com Center Harbor Tower, Harbor Dr, Pasay City, Metro Manila, Philippines