• Provide excellent customer service via phone, email, and chat.
• Handle inquiries, complaints, and provide solutions to customers.
• Maintain accurate records of customer interactions.
• Work collaboratively with team members to meet goals.
• Adhere to company policies and procedures.

We are looking for a customer-oriented service representative.

What does a Customer Service Representative do?

A Customer Service Representative, or CSR, will act as a liaison, provide product/service information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

For this role, you will be one of our many Customer Service Reps who will assist customers and delivery partners in making ordering Food a breeze.

Your main role is to make the entire food-ordering experience of our customers a positive experience.

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.

Company: FWD Life Philippines

Location: Philippines

Position Overview

As an Insurance Agent at FWD Life Philippines, you will play a crucial role in helping clients achieve financial security and peace of mind. You will educate clients about FWD’s wide range of insurance and investment solutions, build lasting relationships, and contribute to the company’s mission of transforming the insurance experience.

Client Engagement: Identify and approach potential clients to understand their financial needs and recommend appropriate insurance solutions.

• Sales and Relationship Management: Promote and sell FWD Life insurance products, including life insurance, health protection, and investment-linked plans.
• Financial Planning: Assist clients in creating tailored financial plans that address their personal goals and future needs.
• Customer Support: Provide excellent customer service, ensuring clients understand their policies and assisting with claims and policy updates.
• Networking and Market Development: Build and maintain a network of clients through referrals, events, and social media.
• Compliance: Ensure all sales activities and client interactions comply with FWD’s policies, as well as regulatory requirements.

What We Offer

• Competitive commission-based compensation with performance bonuses.
• Comprehensive training programs and continuous professional development.
• Flexible working hours with opportunities for remote work.
• A supportive and dynamic work environment.
• Access to FWD’s cutting-edge tools, platforms, and resources.
• Opportunities for career growth and advancement within FWD Life Philippines.

As a Buyers Agent Admin with VTiger CRM Automations and Development Experience, you will assist with the customisation and automation of our current VTiger cloud software CRM. This role offers the opportunity to develop various software programs aimed at improving the company's efficiency.

Key Responsibilities

• Support the customisation and automation of the current VTiger cloud software CRM to enhance company operations.
• Leverage expertise in VTiger CRM to code, customise, and automate features for improved functionality.
• Assist in developing and implementing new software programs to boost organisational efficiency.
• Utilise coding skills to streamline processes and ensure seamless integration of new software solutions.
• Collaborate on software development projects to address specific company needs and improve overall performance.

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

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.

• Solicit and generate new business directly as well as working towards harnessing key accounts especially in manufacturing/restaurant/laundry business
• Develop the existing customer base, increase production and revenues while harnessing key account relationships.
• Prepare weekly, monthly, quarterly and annual reports as required
• Supervise the full cycle selling from booking of orders to collection of payments from existing accounts.
• Deliver excellent customer services and standard by closely monitoring the needs of the accounts.
• Develop and implement account specific programs that will grow accounts

• Engage with clients to discuss their financial requirements and provide tailored insurance solutions to ensure their financial security
• Promote Pru Life UK's comprehensive insurance products, demonstrating deep product knowledge and industry awareness
• Develop strong relationships through superior customer service to maintain client loyalty and build referral business
• Achieve or exceed set performance targets aligned with Team EL's objectives.
• Ensure adherence to all company policies and the regulatory landscape of the insurance industry.

• Client Consultation & Needs Assessment: Meet with clients to assess their insurance needs, understand their financial goals, and provide recommendations for coverage options.
• Sales & Product Offering: Sell a range of insurance products (e.g., life, health, auto, homeowners, commercial) to individual and business clients. Customize policies based on the client’s specific needs and preferences.
• Quote Preparation & Policy Issuance: Prepare quotes, review policies, and help clients understand coverage terms and options. Assist with the completion of necessary documentation and paperwork.
• Client Education: Educate clients on different types of insurance policies and coverages, explaining the benefits and exclusions of each. Provide guidance on policy renewals, claims processes, and premium payments.
• Relationship Building: Build and maintain strong relationships with existing clients, ensuring their ongoing satisfaction and addressing any concerns or adjustments to their policies.
• Lead Generation: Identify and pursue new sales opportunities through networking, cold calling, referrals, and prospecting. Generate and follow up on leads to grow the customer base.
• Claims Assistance: Assist clients with filing insurance claims and guide them through the process. Act as an intermediary between clients and insurance providers to ensure timely resolution of claims.
• Policy Review & Adjustments: Regularly review client policies to ensure they are up-to-date, and recommend adjustments based on life changes or evolving needs (e.g., marriage, home purchases, business expansion).
• Compliance & Record-Keeping: Ensure all sales and client interactions are in compliance with industry regulations and company policies. Maintain accurate records of client information, policies, and transactions.
• Sales Targets & Reporting: Meet or exceed monthly and quarterly sales targets. Report progress, results, and any challenges to management on a regular basis.

• Meet with clients face-to-face or online for consultations on financial planning and investment strategies
• Develop a strategize financial plans to help clients achieve their goals
• Evaluate and recommend insurance products that are tailored fit to client's goals
• Perform policy review to re-asses financial situations and re-strategize

• Sell Insurance: Present and sell insurance policies to clients.
• Assess Needs: Meet with clients to understand their needs and recommend the right coverage.
• Provide Quotes: Give clients quotes based on their information and needs.
• Explain Policies: Explain the details of the insurance policies to clients.
• Customer Support: Assist clients with policy changes, claims, and renewals.
• Generate Leads: Find new clients through referrals, networking, or cold calling.
• Keep Records: Maintain accurate records of client interactions and sales.

Become a Financial Consultant at one of the world's leading financial companies and enjoy flexible working hours at the comfort of your home! High-income potential, Travel, rewards and more!

PART-TIME & FULL-TIME POSITION AVAILABLE!

• 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.