Sun Morning, connections!

We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.

Description:

• Undertakes Financial planning interviews using structured presentation processes and fact find materials.

• Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.

• Complete application forms and attends to underwriting requirements.

• Provides after-sales services.

• Compiles production and activity reports

• Develops and maintains sound relationships with bank branch personnel.

• Generates referrals for the bank from fact finding interviews.

• Provides Marketing feedback.

• Attends all Administrative functions.

FULL-TIME | ON-SITE WORK SETUP

Agency Sales Leader

Join our reputable financial services firm in the Philippines as an Agency Sales Leader at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc. In this pivotal role, you will drive the sales performance of Client Services Sales Managers and their teams of Client Services Sales Engagement Associates. This position requires a strategic approach to sales management, coaching, and development to achieve revenue targets and client satisfaction.

Sales Strategy and Execution:

1. Develop and implement sales strategies to drive revenue growth.

2. Analyze market trends and client needs to identify business opportunities.

3. Collaborate with Client Services Sales Managers to create actionable sales plans.

4. Provide guidance on sales techniques and client engagement.

5. Monitor sales performance metrics, including conversion rates.

6. Conduct regular sales reviews with Client Services Sales Managers.

Core Leadership and Development:

1. Lead and mentor Client Services Sales Managers to excel in their roles.

2. Provide coaching and performance feedback to enhance capabilities.

3. Set clear performance expectations and KPIs for the team.

4. Foster a culture of collaboration and continuous improvement.

5. Conduct regular meetings and training sessions.

Client Relationship Management:

1. Participate in key client meetings and address escalated inquiries.

2. Identify cross-selling and upselling opportunities.

3. Monitor client satisfaction and enhance retention strategies.

4. Build strong relationships with high-value clients.

Operational Management:

1. Oversee sales operations to ensure compliance with policies.

2. Collaborate with internal departments for seamless operations.

3. Monitor sales budgets and make data-driven decisions.

4. Ensure accurate reporting of sales performance.

Experience:

1. 2 to 5 years in sales management or related roles.

2. Proven success in driving sales performance.

3. Strong understanding of Philippine financial products and regulations.

Skills and Competencies:

1. Exceptional leadership and people management skills.

2. Strong sales acumen and communication skills in English and Filipino.

3. Analytical mindset and customer-centric approach.

Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?

Curious to be one? Good news! Our brand is expanding!

Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?

Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.

We take the risk out of people’s lives.

We are the trusted leaders who listen and respond to the financial needs of the Filipino people.

We are the People that DO.

Listening

Understanding

Delivering

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

This is a part-time remote role for a Financial Advisor at Pru Life UK - PH. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

The role involves helping clients make informed decisions about their finances and achieve their financial goals.

• Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor.
• Be part of our newest program - Fast track to Entrepreneurship!
• Understanding the financial situation, goals, values, and risk tolerance of clients is fundamental. Advisors often conduct in-depth interviews and assessments to gather relevant information.
• Advisors develop comprehensive financial plans tailored to individual or organizational needs. This may include budgeting, saving, investment planning, tax strategies, estate planning, and retirement funding.
• Financial advisors provide information and resources to educate clients about various financial topics, helping them make informed decisions.

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

• Analyze clients' financial statuses (e.g., income, expenses and liabilities).
• Examine and suggest financial opportunities (e.g., insurance plans, investments).
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients’ changing needs.
• Help clients implement their plans and carry out transactions.
• Promote financial products and services.
• Assist clients in the event of a claim.
• Maintain updated knowledge of regulations, practices and financial products.

REMOTE WORK OPPORTUNITIES

OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES

Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.

• WORK-LIFE BALANCE with flexible working hours
• Attain high income potential and earn up to five years of passive commissions
• Faster Career Promotion based on performance
• Fun and inclusive workplace with diverse professionals from all fields
• 3 hours a day as part-timer / 6 hours a day as full-timer
• Hybrid set-up offering your flexibility and freedom
• Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
• Global Exposure
• Awards and Recognitions
• Continuous personal and professional growth
• A coaching and mentoring environment to maximize your capabilities
• Retirement / Provident Fund, Group Life Insurance, and HMO

Jumpstart your career by engaging in the business of helping people

• Recommend solutions to clients in order to achieve their financial objectives
• Guide existing clients in making wise financial decisions across different life stages
• Prepare financial plans and check their accuracy
• Manage, Develop, and train a group of financial consultant
• Willing to attend online meetings and trainings
• Full-time or Part time
• Flexible work schedule
• Work from home
• 20k - 50k / monthly possible earnings
• Free Local & International travels

The Financial Wealth Planner will be responsible for assisting clients in creating personalized financial plans, offering advice on investments, savings, retirement, and insurance options. This role involves building long-term relationships with clients, understanding their financial goals, and helping them achieve those goals through tailored financial strategies. The Financial Wealth Planner will also educate clients on financial planning and offer continuous support to help them stay on track.

A Customer Service Representative’s primary duty is to support customers. To fulfill this main responsibility, they may perform the following tasks:

• Providing introductory information to prospective and new customers
• Ensuring that consumers are satisfied with products or services by handling complaints and inquiries
• Following up with clients or customers by phone or email to check that they’re still satisfied with their purchases
• Letting patrons know about additional products or services that might benefit them
• Determining the quickest, most effective ways to answer a client’s or customer’s questions
• Escalating queries and concerns, when necessary
• Troubleshooting common issues with products or services
• Working with a team of CSRs and other departments to find appropriate solutions to problems

• Provide financial planning support to clients in alignment with Manulife's products.
• Understand client financial needs and objectives to propose suitable insurance and investment solutions through face to face client meetings.
• Maintain and build client relationships, offering personalized service in the insurance industry.
• Stay current with market trends and regulatory changes to offer informed advice.
• Commit to ongoing professional development and meet all licensure requirements.

WHO WE ARE?

Asiatel Outsourcing is experiencing unprecedented growth and is actively seeking top-tier talent to join our esteemed FinTech Team. As we continue to expand our operations, we are committed to fostering a culture of excellence and innovation.

WHY US?

Join one of the most dynamic and rapidly expanding teams of 2024! Become a vital member of our team as a CUSTOMER SERVICE REPRESENTATIVE for our prestigious International Financial Account. Contribute to one of our most successful campaigns and be part of our exciting growth journey.

We are seeking a dedicated and professional Customer Service Representative (CSR) to join our team. The CSR will handle customer inquiries, resolve issues, and provide exceptional service through inbound and outbound calls and emails. The ideal candidate will represent the company positively, process remittances accurately, ensure compliance with regulations, and maintain up-to-date knowledge of our products and services.

We are looking for individuals who are passionate about delivering exceptional customer experiences, possess excellent communication skills, and thrive in a fast-paced environment. This is an incredible opportunity to be part of a dynamic team at the forefront of the financial technology industry.

If you are ready to embark on an exciting career journey with ample opportunities for growth and development, then we invite you to join us at Asiatel Outsourcing. Take the next step in your career and become a valued member of our rapidly expanding FinTech Team! Apply now to seize this extraordinary opportunity.

• Provide a high level of customer service, respond to inbound calls and emails (handles customer’s queries by explaining procedures; answering questions; providing information, and resolution for customers. And proactively do outbound calls as necessary.
• Present the best image of the company as the first contact with a client or potential client.
• Process remittances and ensure transactions comply with local and overseas regulations.
• Handle the transactions with the utmost care and honesty.
• Works within established departmental procedures to resolve common remittance-related issues such as not in good order situations.
• Gather information useful in providing recommendations and solutions to a technical problem.
• Ensure compliance with service agreements to evade legal issues.
• Maintain up-to-date knowledge of company products and services.
• Educate customers on the features of company products/services to minimize technical challenges.
• Follow-up on customers to ensure their issues are completely resolved.
• Maintain customer records by updating account information and tracking customer issues using CRM to ensure quick resolution.
• Support several products of Lemonade Technology Inc.
• Provides General Customer Service support with the aim to build a strong relationship between the Customer and the Company
• Contributes to team effort by accomplishing related results as needed.
• Maintains communication with your Team Manager /Operations and other departments as needed.
• To provide support for a list of specific online marketing tasks delegated by the Client (Lemonade Director, or the Team Leader / Managers)
• Maintain a regular and reliable level of attendance and punctuality.
• Perform appropriate duties as assigned by Management. Other duties may be assigned.

This is a WFH part-time role for Assistant Unit Managers at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.