Financial Advisor

Pru Life U.K - Team Sara

HK$2.7-5.4K[月薪]
混合办公 - 達義無需經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 獎勵機制

  • 職業發展

    職業發展

  • 工作生活兩不誤

    彈性時間, 居家辦公

簡介

  • 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: Stay updated on industry trends, regulations, and new insurance products. 
  • Administrative Tasks: Maintain accurate client records, manage paperwork, and handle policy renewals. 
  • No prior experience needed. Fresh graduates are welcome to apply.
  • Graduate of any 4year college course
  • 21-40 years old
  • Willing to be trained (Online via zoom)
  • Can work at least 1-3 hours per day
  • Have a device like ipad, tablet, or laptop
  • With stable internet connection of at least 10mbps


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Calimag Debby

Assistant Unit ManagerPru Life U.K - Team Sara

工作地址

2nd Floor, B6 Parking. B6, Bonifacio High Street, Taguig, Metro Manila, Philippines

發布於 15 July 2025

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Pru Life U.K - Team Sara

未融資

501-1000 人

保險

查看熱招工作

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