Financial Advisor
Financial Advisor @ Pru Life UK (Rey Correa)
職位描述
簡介
- 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.
職位要求
- 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.
- Strong organizational and time-management abilities.
- Proficient in using social media, and other platforms.
- With stable internet connection, and device (tablet and/or laptop)
Correa Reynaldo
Unit ManagerFinancial Advisor @ Pru Life UK (Rey Correa)
工作地址
18F, Exquadra Tower. 1 Jade Drive Ortigas Center, Pasig, Metro Manila, Philippines
發布於 28 May 2025
猜你想看
查看更多Financial Advisor
Gaces Insurance ServicesHK$2.7-5.5K[月薪]
混合办公 - 巴石無需經驗本科兼職
Gaces Jezreel MaeAssistant Unit Manager
Financial Advisor急招
Pru Life U.K. - Global Amazonite BranchHK$2.7-5.5K[月薪]
混合办公 - 巴石無需經驗本科兼職
Alvaran Gerald MelExecutive Unit Manager
Financial Advisor
Pru Life Insurance Corporation of U.K - Black OrcasHK$2.7-4.1K[月薪]
混合办公 - 巴石無需經驗本科兼職
Valeriano DarwinHR Officer
Part Time Financial Advisor (Open to any 4 yr Course Graduate)
Pru Life UK - Team JoshHK$2.1-4.1K[月薪]
混合办公 - 巴石無需經驗本科兼職
Junio Joshua BrylleAssistant Unit Manager
Financial Advisor
PruLife UK - Team ArnelHK$2.7-4.1K[月薪]
混合办公 - 馬卡蒂應屆畢業生/學生本科兼職
Inting ArnelHR Officer
Bossjob安全提醒
若該職位需要您出國工作，請提高警惕，並小心詐騙。
如果您在求職過程中遇到雇主有以下行為， 請立即檢舉
- 扣留您的身分證件，
- 要求您提供擔保或收取財產，
- 迫使您投資或籌集資金，
- 收取非法利益，
- 或其他違法情形。
