Insurance Agent - Hybrid

PruLife UK Team Christine; Makati; On-site; PHP 334,800 - 781,200; Full time

Job summary

A financial advisory team in Metro Manila seeks a Financial Advisor to guide clients in financial planning and investment decisions. Responsibilities include developing customized financial plans, educating clients on market trends, and achieving sales targets. Candidates should have a Bachelor’s degree and strong communication skills. Fresh graduates welcome. The position offers training and growth opportunities.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs.
• Sales experience is an advantage but not required.

Responsibilities

• Guide clients in making sound financial decisions.
• Build and maintain relationships with clients.
• Conduct financial needs analysis.

Skills

Strong interpersonal and communication skills

Analytical and problem-solving skills

Self-motivated and goal-oriented

Education

Bachelor’s degree

Job description

Responsibilities

• Guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.
• Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.
• Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients\' needs.
• Meet or exceed sales targets and contribute to the team’s overall performance.
• Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
• Obtain necessary certifications and licenses to practice as a financial advisor.

Qualifications

• Bachelor’s degree in any degree will be considered for qualified candidates
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Sales experience is an advantage but not required—training will be provided.
• Open to fresh graduates and career shifters passionate about helping others achieve financial security.