Financial Advisor, Pasig
Financial Advisor, Pasig
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Pasig, Philippines -
Last edited: less than a month ago
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Description
- 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.
Highlights
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Company namePru Life UK - Rey Correa, CPA -
Job positionFinancial Advisor
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Financial Advisor has been posted in the West Rembo Accounting, Financing & Banking category on Locanto.
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