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Financial Advisor

Company

Financial Advisor @ Pru Life UK (Rey Correa)

Location

pasig, Philippines

Type

Full-time

Urgent ₱10-20K (Monthly) Hybrid - Pasig 1‑3 Yrs Exp Bachelor Part‑time

Job Description

  • Develop and maintain a client base through networking, referrals, and leads.
  • Assess client needs and recommend suitable insurance products.
  • Explain policy features, coverage, and premiums to clients in a clear and simple manner.
  • Process applications, handle renewals, and update client records.
  • Provide ongoing support to clients, assisting with claims and coverage questions.
  • Meet or exceed sales goals and performance targets.
  • Stay current with industry trends, product knowledge, and licensing requirements.
  • Ensure compliance with all insurance laws and company policies.
  • At least college graduate.
  • With 1 year working experience preferred.
  • Proven sales or customer service experience; insurance experience is a plus.
  • Excellent communication and interpersonal skills.

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