1. Identifies prospective clients through leads and referrals.

1. Schedules client meetings.

1. Performs follow-up calls as needed.

1. Advises on insurance coverage.

1. Conducts periodic policy reviews.

1. Prepares insurance proposals.

1. Completes requirements and submits to underwriters

• Manage and grow a portfolio of clients for Manulife Philippines in the insurance & superannuation sector.
• Identify potential clients, present tailored insurance solutions, and drive sales conversions.
• Build strong partnerships, deliver excellent customer service, and meet targets.
• Stay informed on market trends and product knowledge to maintain a competitive edge.
• Adhere to industry regulations, maintaining the highest ethical standards.

• Invite customers to download and register our app
• Able to communicate in English and local language

We’re Hiring: Client Support Agent/Project Associate

Transform your workspace and your career—join us for a flexible work-from-home role that fits your lifestyle! 

We are currently on the lookout for a Client Support Agent/Project Associate to join our team at Cloudstaff, the #1 workplace everywhere! Get hired from now until December 2024 and get 2 tickets for you and your loved one to this year's year-end party at The Philippine Arena featuring global musicians, Air Supply.  

Role: Client Support Agent/Project Associate

Work Arrangement: Work from Home

Schedule: Night shift  

Job Description: 

This role is a CS Everywhere - Work from Home setup with unlimited access to Cloudstaff Offices when you need it. CS Everywhere includes Fiber Internet, Backup Internet, UPS, PC/Laptop. Ability to use the office when there are Internet or power issues. Pop in and have a coffee with teammates.

Our US-based client provides insurance companies with a digital payments platform designed to maximize retention of the new generation of policyholders—while reducing security risks and minimizing payment processing costs. The company has become the fastest growing digital payments platform in the insurance industry, and now manages more than $15 billion a year in payments for customers. Our talented, ambitious, and innovative team of professionals work collectively to disrupt, pioneer, add value, to solve challenges for our customers and their insureds.

As a PSO (Professional Services Office) Client Support Agent/Project Associate in our Professional Services department, you will be responsible for the end-to-end management of change requests, ensuring successful implementation and exceeding client expectations. Your role involves triaging and managing a queue of client requests, from minor updates to new functionalities. You will translate objectives into actionable plans, coordinate with technical teams, and collaborate closely with clients to ensure project goals are met efficiently. As the primary point of contact, you will be viewed as a product expert and trusted advisor, ultimately driving customer success.

Key Responsibilities: 

• Review, prioritize, and manage a queue of change requests
• Coordinate with technical teams to ensure accurate and timely deployment of changes
• Build realistic implementation estimates
• Communicate regularly with clients to provide status updates on requests
• Ensure all change requests are processed in alignment with company standards and client expectations
• Identify and resolve any issues that may arise during the change management process
• Assist in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility
• Measure project performance and project status using appropriate tools and techniques
• Effectively report and escalate issues to management
• Create and maintain comprehensive project documentation

We are looking for individuals who can assist us in completing the KYC (Know Your Customer) process. The primary responsibility of this role is to leverage your network or other channels to find users who are willing to participate in and complete the KYC process.

• Find users who are willing to complete KYC verification.
• Assist users in completing the KYC process and ensure compliance at every step.
• For each successfully referred user who completes the KYC, you will receive a certain amount of compensation.

Company: FWD Philippines

Position Type: Part-time, Commission-based

Location: Remote (Work from Home)

FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.

• Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
• Develop personalized financial plans tailored to each client's unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
• Educate clients on various financial products and services offered by FWD Philippines, including life insurance, investment funds, and retirement plans.
• Implement agreed-upon financial strategies and continuously monitor and adjust plans as needed to ensure alignment with clients' evolving goals and market conditions.
• Build and maintain strong relationships with clients, providing ongoing support, guidance, and advice to help them navigate their financial journey.
• Actively prospect and generate leads through networking, referrals, and other business development strategies to expand your client base.
• Stay informed about industry trends, regulatory changes, and product developments to remain a trusted resource and advisor to clients.

Position: Night Shift Call Center Agents (Fluent English Speakers)

Location: Ortigas Center Manila, Philippines

Salary: PHP 23,500 Monthly Basic (37k Monthly OTE)

Schedule: Monday to Friday, 3:30 PM - 2:00 AM

ONSITE ONLY JOB IN PASIG DO NOT APPLY IF YOU CANNOT COMMUTE TO PASIG

Are you an exceptional communicator with a passion for customer service? If you thrive in a fast-paced environment and are looking for an exciting opportunity, we invite you to join our dynamic team as a Night Shift Call Center Agent.

• Conduct outbound calls with professionalism and courtesy.
• Provide accurate product and service information to customers.
• Achieve or exceed sales targets and key performance indicators (KPIs).
• Input Precise and accurate information on the system.

Benefits:

• Competitive salary of PHP 23,500 per month, plus additional commission opportunities.
• Ongoing training and professional development.
• Clear pathways for career advancement.
• A supportive and collaborative work environment.

If you are committed to delivering outstanding customer service and are eager to advance your career, we would love to hear from you. Apply now to become a Night Shift Call Center Agent and start making a meaningful impact today.

We are seeking a fresh graduate mechanical engineer to join our team as an IP Agent. The ideal candidate will be responsible for handling patent and trademark cases and other intellectual property matters. This role offers a unique opportunity to apply your mechanical engineering knowledge in the field of intellectual property.

• Assist in drafting and filing patent and utility model applications.
• Conduct thorough prior art searches and patentability assessments.
• Prepare and file trademark applications and handle related processes.
• Provide technical support in the preparation of IP-related documents and drawings.
• Organize and manage IP dockets, ensuring timely and accurate record-keeping.
• Collaborate with clients to understand their inventions and provide IP solutions.
• Stay updated with the latest developments in IP laws and regulations.

• Leads generation and call clients

• Assist customers with inquiries and provide detailed information about EnergyNet Inc.'s glass and aluminum installations, construction and engineering products and services.
• Support sales team with organizing presentations, and managing sales documents and reports.
• Contribute to team effort by accomplishing related results as needed in our fast-paced industry.
• Maintain professional and technical knowledge by attending educational workshops and reviewing professional publications.
• Coordinate with other departments to ensure customer satisfaction and timely follow-up on requests.
• Organized events.

Position Overview

We are seeking a motivated and dynamic Sales Officer to join our team. The Sales Officer will be responsible for marketing and selling our range of security products. This role involves building and maintaining strong relationships with clients, identifying new sales opportunities, and achieving sales targets. The ideal candidate will have excellent interpersonal skills, a proactive approach to prospecting, and a deep understanding of the security products industry.

• Market and Sell Security Products: Promote and sell the company’s security products to existing and potential customers.
• Relationship Building: Develop and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty.
• Prospecting: Identify and pursue new business opportunities through various channels, including cold calling, networking, and attending industry events.
• Sales Targets: Achieve or exceed monthly and quarterly sales targets.
• Product Knowledge: Maintain a deep understanding of the company’s security products and services, staying updated on industry trends and advancements.
• Customer Support: Provide after-sales support to clients, addressing any concerns or issues promptly.
• Reporting: Prepare and submit regular sales reports, including sales activity, pipeline status, and forecasts.
• Team Collaboration: Work closely with the marketing and product development teams to align sales strategies with company goals.

As a Sales Consultant, you will be responsible for driving sales and fostering strong relationships with clients to understand their needs and provide tailored solutions. Your role involves engaging with potential and existing customers, presenting products or services, and ultimately contributing to the growth and success of the organization.

The key responsibilities will be :

• Interacting with customers to understand their needs and preferences, and providing personalized assistance throughout the buying process.
• Keeping a comprehensive knowledge of various vehicle models, features, financing options, and industry trends to effectively guide and advise customers.
• Conducting test drives and demonstrating vehicle features, helping customers experience the benefits firsthand.
• Presenting sales proposals and negotiating terms to close deals, including trade-in evaluations and financing arrangements.
• Seeking out and engaging potential customers through networking, referrals, and follow-up outreach.
• Developing and maintaining relationships with customers to promote repeat business and referrals.
• Staying updated on market trends, competitor offerings, and pricing strategies to stay competitive.
• Documenting sales activities, tracking customer interactions, and providing regular updates to management on performance metrics.
• Working closely with the marketing department to ensure a smooth customer experience and effectively address their service needs.

• Represent Ontap Creatives in the consumer products industry by identifying customer needs and proposing solutions to grow market share.
• Build and maintain relationships with clients, understanding their goals to offer products that align.
• Meet and exceed sales targets through effective planning and budgeting.
• Monitor industry trends and competitor activities to provide feedback.
• Provide exceptional service to ensure client satisfaction and retention.
• Develop and implement effective sales strategies
• Establish productive relationships with clients
• Meet and exceed sales targets
• Provide sales training to team members
• Ensure customer satisfaction and manage CRM system
• Monitor market trends and competitor activity
• Prepare sales reports and forecast

• Lead and direct a team of sales and service professionals at Frontier Automotive Marilao Corp. (Chery Alabang).
• Develop and implement strategies for enhanced automotive sales and after-sales service performance.
• Drive the achievement of business goals and customer satisfaction benchmarks.
• Conduct employee coaching, training, and development for optimal team productivity.
• Ensure compliance with company policies and regulatory standards in the automotive industry.
• Manage budgets, forecasting, and reporting responsibilities with a focus on cost-efficiency.

Sales-Savvy Outbound Caller , Lead generator & Closer

About Us:

We are a service-based business looking to expand by offering high-demand services such as social media management, lead generation, website design, and more to small and medium-sized businesses. We’re looking for a motivated, sales-savvy individual to join our team and handle outbound calls, closing deals, and ensuring clients are onboarded smoothly.

• Make outbound calls to local businesses in the U.S., introducing our services and generating interest.
• Follow a provided sales script while being able to think on your feet and adapt to each conversation.
• Overcome client objections with confidence and professionalism.
• Schedule meetings or consultations when necessary to further explain services.
• Close deals by presenting service packages and pricing, ensuring clients sign contracts and make payments online.
• Collaborate with internal teams to ensure smooth onboarding for clients.
• Update the CRM system with client information, lead status, and sales progress.