Financial Sales Associate

What's in it for you?

• Flextime
• Work from home
• Commission
• Quarterly performance bonus
• Cash incentives
• Life insurance
• Report only 2–3 times a month in the office
• Learning opportunities and in-house training
• Part-timers can earn as much as 15k and up per month depending on production

Minimum Qualifications:

• Bachelor’s degree in any field
• Preferably with a laptop and a smartphone
• With or without sales experience, willing to undergo training and coaching
• Knowledgeable in using MS Windows applications (Excel, Word, PowerPoint)
• Team player with the ability to work productively within a group and maintain a high degree of independence
• Excellent interpersonal skills with the ability to build a partnership with clients
• Good verbal and written communication skills

Job Types: Full-time, Part-time, Contract, New-Grad

Salary: ₱30,000–₱50,000/month (Full-time/Part-time)

Pay: ₱40,000–₱60,000/month

Expected hours: 3–15 per week

Benefits:

• Flexible schedule
• Flextime
• Health insurance
• Opportunities for promotion
• Work from home

Key Responsibilities:

• Responsible for conducting cold calls to prospect clients
• Initiate in setting client meetings for financial planning
• Identify the financial status of clients by determining investment risk profile, income, expenses, savings, and other information needed to develop a sound insurance plan
• Present products and services of Prulife UK to prospective clients
• Conduct financial review with existing clients