Financial Advisor  

View Job
Description

Sells insurance to individuals and groups by explaining policies, building relationships, and negotiating contracts. They may also be called insurance agents or brokers.
Responsibilities
Client contact : Reach out to potential clients, and interview them to understand their needs
Policy explanation : Explain the features of different insurance policies, including home, life, health, and auto
Policy recommendation : Analyze clients' current policies and suggest changes or additions
Policy design : Build customized insurance policies and packages to meet clients' needs
Contract negotiation : Negotiate...

More than 30 days ago from: bossjob.ph

View Job

Related Job Offers

Financial Advisor

PruLife UK - Team Uch

The ideal candidate will build long-term relationships, assess clients financial needs, and develop customized plans that support their goals for wealth accumulation, protection, and retirement planning...

Beauty Advisor

Green Pasture People Management Inc - Mandaluyong, Philippines

Maintain product knowledge and stay updated on beauty trends. Assist in managing inventory and merchandising displays.

Beauty Advisor

Green Pasture People Management Inc - Makati, Philippines

Offer product recommendations based on individual needs. Maintain knowledge of current beauty trends and products.

Financial Advisor

Prulife UK (Imperium Blaze Life Insurance Agency) - Metro Manila, National Capital Region

*Attend trainings and activities from Prulife, Branch Meetings, Sales Team Assembly, and Unit Meetings. *Conduct Financial Needs Analysis and recommend customized solutions *Free Domestic and International...

Financial Advisor

Orion Summit Life Insurance Agency- PRU Life U.K.

No interview exam only (easy lang, promise!) Build your own flexible, rewarding career Attend online training & take the IC licensing exam

See more

Login through

Job Tools

Share Options