[Part time] Financial Consultant - Remote

Marknel Lawrence Panaglima Reyes - Insurance

Batangas City

À distance

PHP 167 000 - 391 000

Temps partiel

Il y a 5 jours
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Résumé du poste

Pru Life UK Philippines is seeking qualified individuals for a professional role in insurance and financial services. You will assist clients with financial needs assessments, explain solutions, and provide ongoing policy support. Fresh graduates and experienced professionals are welcome to apply.

The position offers part-time and full-time opportunities with a primarily remote arrangement. You will participate in online training, conduct client consultations, and present tailored insurance

Qualifications

  • Bachelor's or 4- to 5-year college degree completed.
  • Fresh graduates are welcome to apply.
  • Strong communication and interpersonal skills.
  • Sales or customer service experience is an advantage but not required.
  • Willing to complete required training and licensure exam.

Responsabilités

  • Participate in online training and development sessions.
  • Conduct client consultations and financial needs assessments.
  • Present suitable insurance and financial solutions.
  • Assist clients with policy servicing, amendments, and claims inquiries.
  • Build and maintain professional client relationships.

Connaissances

Communication skills
Interpersonal skills
Sales / customer service
Time management

Formation

Bachelor's degree

Description du poste

Job Description

We are looking for qualified individuals interested in pursuing a professional role in insurance and financial services with Pru Life UK.

The position involves assisting clients with financial needs assessments, explaining insurance solutions, and providing ongoing support for policy-related concerns.

Fresh graduates and experienced professionals are welcome to apply.

Key Responsibilities
  • Participate in online training and professional development sessions.

  • Conduct client consultations and financial needs assessments.

  • Present suitable insurance and financial protection solutions based on client needs.

  • Assist clients with policy servicing, amendments, and claims-related inquiries.

  • Build and maintain professional relationships with clients.

Qualifications
  • Graduate of a 4-year or 5-year college degree program.

  • Fresh graduates are welcome to apply.

  • Good communication and interpersonal skills.

  • Sales, customer service, or managerial experience is an advantage but not required.

  • Able to dedicate approximately 2–4 hours daily for part‑time engagement.

  • Willing to complete required training and the Insurance Agent Licensure Examination.

  • Currently residing in the Philippines.

Work Arrangement
  • Part-time and full-time opportunities available.

  • Flexible working schedule.

  • Primarily remote arrangement.

Compensation and Development
  • Commission-based compensation determined by individual performance.

  • Additional performance incentives and bonuses, subject to qualification.

  • Training and mentorship opportunities.

  • Professional development and recognition programs.

  • Travel incentive programs for eligible qualifiers.

  • Access to applicable benefits programs, subject to eligibility and program terms.

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