Remote, Part-time Sales Agent (Work From Home)
Job details
About Pru Life UK Pru Life UK, a trusted leader in the financial services industry, specializes in life insurance, investment products, and wealth management solutions. For over [insert number] years, we have been helping individuals, families, and businesses across the Philippines build secure financial futures. Our philosophy is simple: empowering clients with the right tools, knowledge, and strategies to achieve their long-term financial goals. We are committed to fostering a supportive and innovative environment for our team and clients alike. Position Overview We are looking for passionate and results-driven Part-Time Financial Advisors to join our growing team. As a part-time advisor, you will have the flexibility to manage your own schedule while offering personalized financial advice to clients, helping them make informed decisions about life insurance, investments, and wealth management. This is a great opportunity for individuals seeking part-time work with significant earning potential, career growth, and travel rewards. Key Responsibilities As a Part-Time Financial Advisor , your role will involve the following:
- Client Engagement and Relationship Management
- Identify Client Needs: Build and nurture relationships with prospective and existing clients, helping them identify their financial goals, challenges, and needs.
- Provide Expert Advice: Offer tailored financial solutions that address life insurance, investment planning, and wealth management objectives.
- Education and Guidance: Educate clients on available financial products, services, and market trends to help them make informed decisions.
- Customer Satisfaction: Ensure clients receive ongoing support and exceptional service, building long-term trust and loyalty.
- Financial Planning & Solution Creation
- Personalized Plans: Develop comprehensive financial plans based on clients' unique goals, risk tolerance, and time horizons.
- Product Recommendation: Recommend life insurance policies, mutual funds, and investment products that align with clients’ financial strategies.
- Risk Management: Help clients understand potential risks and guide them in making informed decisions to mitigate financial uncertainties.
- Prospecting, Networking, and Sales
- Lead Generation: Actively seek new clients through various channels, including networking, referrals, and online marketing.
- Referrals: Develop a strong referral network by leveraging relationships with satisfied clients, business partners, and your personal network.
- Sales Targets: Achieve individual sales and performance targets while maintaining high levels of professionalism and client satisfaction.
- Continuous Professional Development
- Training and Education: Attend regular training sessions and workshops to stay updated on the latest financial products, tools, and regulatory changes.
- Industry Knowledge: Keep abreast of the latest market trends and financial planning techniques to deliver the best solutions to clients.
- Personal Growth: Invest in your own personal development by acquiring certifications and advancing your expertise in financial planning and advisory services.
- Education:
- A Bachelor’s degree in Business, Finance, Economics, or any related field.
- Financial certifications (e.g., Registered Financial Planner, Chartered Financial Consultant) are a plus but not required.
- Skills & Competencies:
- Excellent Communication Skills: Able to build rapport and communicate complex financial concepts clearly and effectively.
- Sales-Oriented Mindset: Motivated by achieving sales goals and driven to exceed performance targets.
- Customer-Focused: Ability to listen actively, understand client needs, and offer solutions that provide real value.
- Time Management: Strong organizational skills with the ability to manage multiple tasks and clients while maintaining work-life balance.
- Problem-Solving Skills: Able to think critically and offer creative financial solutions to meet the diverse needs of clients.
- Experience:
- Previous experience in sales, customer service, or the financial industry is advantageous but not required.
- A passion for personal finance and helping people achieve financial security is essential.
- Other Requirements:
- Willingness to undergo training and acquire the necessary certifications for financial advising.
- Must be comfortable working in a performance-based environment with flexible working hours.
- Strong ethical standards and a commitment to upholding Pru Life UK’s values and mission.
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