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Pru life UK - Raging Titans
保險
少於50人
1職位1老闆
多元化的團隊扁平化組織跨部門協作講英語
關於
文化與生活
職位 (1)
關於公司
Insurance agents at Pru Life UK play a pivotal role in assisting clients to achieve financial security through tailored insurance and investment solutions. Their responsibilities encompass a blend of client engagement, financial planning, and continuous professional development. Key Responsibilities 1. Client Consultation & Needs Assessment Agents engage with clients to understand their financial goals, risk tolerance, and existing coverage. This involves conducting one-on-one consultations, either online or face-to-face, to gather pertinent information. 2. Financial Planning & Product Recommendation Based on the assessment, agents craft personalized financial plans that may include life insurance, retirement planning, and investment strategies. They recommend and explain insurance products that align with clients' objectives. 3. Portfolio Management & Client Relationship Building Agents regularly review and manage clients' insurance portfolios, making necessary adjustments to ensure optimal performance. They maintain strong relationships through consistent follow-ups and excellent customer service. 4. Compliance & Professional Development Ensuring adherence to industry regulations and company policies is crucial. Agents participate in training sessions to enhance their skills in sales, client engagement, and product knowledge.
公司概覽
公司規模少於50人
產業保險
融資階段未融資
媒體
地址

G/F, Makati Stock Exchange Building, 6756 Ayala Ave, Legazpi Village, Makati, 1206 Metro Manila, Philippines

嗨 老闆
Valmeo Haries
Unit Manager
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