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)
Reynaldo Correa
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
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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
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- 或其他違法情形。
