SearchEuropeanJobs.com

Financial Advisor

Company

Pru Life U.K - Team Sara

Location

taguig, Philippines

Type

Full-time

Responsibilities

  • Sales and Marketing: Identify and solicit potential clients through various channels like referrals, networking, and marketing campaigns.
  • Needs Assessment: Analyze clients' needs and financial situations to recommend appropriate insurance coverage.
  • Policy Advice: Explain the features, benefits, and limitations of different insurance policies.
  • Application and Processing: Guide clients through the application process, ensuring all necessary documentation is completed and submitted.
  • Policy Maintenance: Review existing policies periodically and recommend adjustments based on life changes.
  • Claim Assistance: Help clients navigate the claims process and ensure timely settlements.
  • Client Relationship Management: Build and maintain strong relationships with clients to foster loyalty and repeat business.
  • Industry Knowledge: S...

★ Ready to Start Your European Career?

Take the next step and apply for this exciting opportunity

Apply Now