Remote Finance Advisor — Insurance & Client Growth

Marknel Lawrence Panaglima Reyes - Insurance; Marikina; Remote; PHP 279,000 - 670,000; Full time

Benefits offered by this job

Professional training

Mentorship

Career development

Performance-based incentives

Job summary

Pru Life UK is seeking individuals in the Philippines to pursue a career in insurance and financial services. The role welcomes fresh graduates, professionals looking for a transition, and those willing to undertake training and licensing.

You will conduct needs assessments, explain products, service policies, and build client relationships. Most positions offer remote or flexible scheduling, with commissions based on performance and opportunities for professional development and advancement.

Qualifications

• Graduates of a 4-year or 5-year college degree program.
• Fresh graduates are encouraged to apply.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Willing to complete the required training and insurance licensing examination.
• Able to work independently and manage responsibilities.
• Currently residing in the Philippines.

Responsibilities

• Participate in required training and professional development programs.
• Conduct financial needs assessments and client consultations.
• Explain insurance products and financial protection options based on client needs.
• Assist policyholders with policy updates, servicing requests, and claims-related inquiries.
• Build and maintain professional relationships with clients.
• Maintain records of client interactions and related activities.

Skills

Sales experience

Customer service

Education

Bachelor's degree

Job description

Pru Life UK is seeking individuals in the Philippines to pursue a career in insurance and financial services. The role welcomes fresh graduates, professionals looking for a transition, and those willing to undertake training and licensing.

You will conduct needs assessments, explain products, service policies, and build client relationships. Most positions offer remote or flexible scheduling, with commissions based on performance and opportunities for professional development and advancement.