Financial Adviser | Pru Life UK at Pru Life UK | Torre

Financial Adviser | Pru Life UK

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Full-time

Legal agreement: Employment

Compensation USD500/month
location_on
Remote (for Philippines residents)
Shared by
Diana Montoya
4 months ago

Responsibilities


WHAT YOU'LL DOClient Engagement & Support: Assisted clients in understanding insurance products by providing clear, accurate, and personalized information tailored to their needs.Lead Generation & Sales Support: Identified potential clients through online platforms and referrals, supporting sales efforts by presenting product benefits and assisting in closing deals.Relationship Building: Developed strong communication and interpersonal skills by maintaining professional relationships with clients and ensuring a positive customer experience.Basic Financial Advisory: Supported clients in evaluating their financial goals and introduced suitable insurance options based on their needs and risk profile.Digital Marketing Assistance: Utilized social media and online tools to promote services, attract leads, and improve engagement with potential customers.Team Collaboration: Worked closely with team members and leaders to improve sales strategies, share knowledge, and achieve group objectives.Customer Service Excellence: Ensured client satisfaction by being responsive, attentive, and solution-focused, contributing to client retention and trust-building.