Financial Advisor

Pru Life U.K - Team Sara

RM1.5-3K[月薪]
混合办公 - 達義無需經驗本科兼職
分享

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. 

職位要求

  • 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


溝通技巧人際溝通能力
Preview

Debby Calimag

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

猜你想看

查看更多

Pru Life U.K - Team Sara

未融資

501-1000 人

保險

查看熱招工作

舉報

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。