Prime Summit Life Insurance Agency - Grace Lapastora

Hybrid - Mandaluyong No Exp Required Bachelor Part-time

Job Description

Responsibilities

• Responsible conducting cold call to prospect clients
• Initiate in setting client meeting for financial planning
• Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information needed to develop a solid insurance plan that meets their financial needs
• Present products and services of the Prulife UK to prospective clients
• Conduct financial review for existing clients

Job Requirements

• Candidate must possess at least a Bachelor's/Degree in any field
• Preferably with a laptop and a smartphone
• With or without sales experience