• 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.

• Assess loan applications and determine clients' creditworthiness at Sustainable Community Microfinance Corp.
• Advocate for financial inclusion by offering tailored microfinance solutions to support community development.
• Build lasting relationships with clients, providing financial guidance and excellent customer service.
• Collaborate with our dedicated team to achieve targets, comply with regulations, and contribute to our mission of sustainable growth.
• Address customer queries, maintain accurate records, and ensure the confidentiality of sensitive financial information.

Field Recovery Agents / Repossession Agents is responsible for locating and recovering assets, such as vehicles or equipment, from clients who have defaulted on their payments that are subject to repossession. This role involves fieldwork including driving to various locations, to track down and retrieve these assets in accordance with legal and company guidelines.

• Locate and recover vehicles or equipment that need to be repossessed.
• Conduct field visits to identify and secure assets.
• Communicate with customers to arrange for the return of the asset.
• Handle repossession tasks with professionalism and respect.
• Follow all legal procedures and company policies during repossession.
• Keep accurate records of repossession activities and outcomes.
• Report any issues or complications encountered during the process.

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

• Represent the company in submission and collection of billings.
• Submit the Sales Invoice to customers with all the necessary attachments.
• Assist the Accounts Receivable Staff in processing all requirements of collected and uncollected billings.
• Files all records and supporting documents of all billings chronologically and per customer.
• Updates the customer’s files if payments have already been received.
• Files all vouchers.Follow up all creditable tax withheld certificates from clients. 
• Does the other official errand works ask by Accounting Personnel and other office employees with the approval of the Credit and Collection Officer.
• Represents the company in bank deposits and withdrawals.
• Undertakes other assigned task by the superiors.

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.

Key Responsibilities

• 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.

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

Responsible for resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt.

• Remind customers of overdue loans by telephone, urge and guide them to repay in time;
• Communicate with customers regarding the compliance, and inform customers of
• repayment amount, method, time and other information related;
• Keep record of customer information in our system in time, update and supplement
• customer information in a timely manner to ensure information validity and accuracy;
• Follow the instructions of the supervisor to reach the team and individual performance goals;
• Other tasks assigned by the supervisor.

At Forbes Lending Solutions Corporation, we are committed in delivering innovative financing solutions. We are seeking a detail-oriented Credit Investigator to join our team in Pampanga Branch.

• Conduct thorough credit assessments and investigations.
• Analyze credit reports, financial statements, and applicant information.
• Collaborate with underwriting to evaluate lending risks.
• Prepare detailed reports and recommendations for loan approvals.
• Ensure compliance with regulatory standards and company policies.

Online-job as a Part-time Financial Advisor (Insurance Agent)

Position Overview: As a Part-Time Financial Advisor (Insurance Agent), you will play a crucial role in helping clients achieve their financial goals through personalized insurance solutions. You will assess client needs, provide expert advice, and develop tailored insurance plans to protect their assets and secure their financial future.

Benefits:

• Flexible part-time schedule.
• Opportunity for remote work.
• 45% Commission-based earnings with potential for bonuses.
• Training and support for professional development.
• Local and International Travel Incentives.
• HMO

• Work closely with clients to understand their financial goals and develop tailored financial plans to meet those objectives.
• Educate clients on a range of financial products, including insurance, investment, and retirement solutions.
• Build a client base through networking, referrals, community engagement, social media marketing, etc.
• Stayin formed about industry developments and continuously enhance your knowledge and skills.
• Achieve sales targets and contribute to the growth of the agency

• Assess client credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
• Analyze client records and use the data to recommend payment plans.
• Confer with clients to verify their financial/credit transactions and to resolve their complaints.
• Prepare detailed credit reports and present findings to management with risk assessment recommendations.
• Maintain an understanding of credit regulatory requirements and comply with all laws and regulations applicable to the role within consultancy and management services.
• Engage in continuous learning about the trends in credit risk to adopt a proactive approach to risk management.

The Teacher's Agent shall be responsible in the achievement of loan target and maintenance of good loan portfolio quality. S/he is also responsible in relationship management/account servicing to help ensure maintenance of good loan portfolio quality.

Main Accountabilities:

• Identifies, solicits and maintains desirable loan accounts in the assigned area of responsibility.
• Implements identified marketing strategies geared towards the achievement of loan origination target.
• Gathers, assesses and validates loan documentary requirements and salient business information on a first hand/personalized basis both on operational and financial aspects necessary as basis for credit evaluation/review and decision.
• Assesses the most appropriate funding structure and utilization suitable to the clients based on the business’ present needs.
• Implements pro-active account monitoring and servicing activities to help ensure maintenance of good loan portfolio quality.
• Provides inputs for the improvement of existing policies and guidelines of the lending operation.
• Performs remedial collection efforts.
• Performs other tasks as may be assigned by the supervising leader.