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

Number of hours: 40 hours/week

Schedule: EST

The Digital Transformation Leader plays a pivotal role in driving the organizations transition to a fully digitalized environment. This position involves crafting and executing strategic digital initiatives, fostering a digital-first culture, and integrating innovative technologies to enhance customer experience, streamline operations, and improve overall efficiency. The ideal candidate will combine expertise in digital tools and leadership principles to empower teams, align stakeholders, and deliver impactful results.

• Develop and execute a compelling digital vision and strategy aligned with organizational goals.
• Evaluate the current state of the organization and create a digital transformation roadmap with short- and long-term initiatives.
• Drive cultural change, fostering a dynamic and innovative digital-first mindset.
• Oversee digital networking, marketing, and platform management efforts, including social media, website development, and email marketing.
• Implement and integrate cutting-edge technologies to modernize workflows, improve efficiency, and enhance customer engagement.
• Lead continuous improvement of digital services, ensuring exceptional quality and customer satisfaction.
• Act as a liaison between departments to align digital transformation efforts across the organization.
• Engage stakeholders in the transformation journey, ensuring alignment and buy-in for digital initiatives.
• Collaborate with leadership to enhance customer experience, streamline operations, and achieve strategic goals.
• Utilize analytics and insights to make informed decisions and measure the impact of digital strategies.
• Empower teams with data-driven tools and foster a culture of collaborative problem-solving.
• Create an environment that encourages innovation, experimentation, and learning.
• Mentor and support teams, ensuring they have the resources and skills needed to succeed in a digital-first environment.

We’re looking for a responsible and proactive Support Agent to join our Register team as a Clerk. In this remote role, you will manage the registration process for new users and address any issues reported to customer support, ensuring a seamless experience for all users.

• Manage and facilitate the user registration process from start to finish.
• Investigate and resolve registration issues reported by users to customer support.
• Collaborate closely with team members to ensure a seamless and efficient registration experience.
• Maintain accurate records of user registration details and support interactions.
• Work with customer support to identify and address recurring registration issues.

Pru Life UK is one of the leading insurers in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos. With over 26 years of operations, Pru Life UK has the largest agency force of more than 39,000 licensed financial advisers and is an innovative force in the life insurance industry.

This is a WFH part-time role for INSURANCE BROKER 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.

WHAT WE OFFER:

• 20k - 50k Weekly Income
• Local & International Travel Incentives
• Monthly and Quarterly Performance Bonus
• HMO for you and your qualified dependents
• Rewards and recognition

• Assist the Supervisor in the implementation of the Standard Operating Procedure (SOP) and ensure compliance with Good Operating Procedure (GOP) of all warehouse personnel.
• Notifies warehouse Supervisor any problems encountered during warehouse operations.
• Support cycle count processes for maintaining accurate inventory within the warehouse.
• Ensure products are checked for quantity, labels, packing, etc., and quality (visual) while receiving/storage and delivery and warehouse tally sheet is maintained.
• All PPEs/safety equipment to be monitored/checked regularly.
• Conducting inspection of warehouse perimeter and facilities.
• Implementing the guidelines on safety, proper maintenance of sanitation and personal hygiene and observance of good warehousing practices.
• Maintaining updated records of warehousing activities.
• Responsible for the orderliness and cleanliness of the warehouse premises.
• Performing other warehouse functions as maybe assigned from time to time.

1. Achieve high levels of customer satisfaction through excellence in receiving, identifying, dispatching and assuring quality of goods
2. Measure and report the effectiveness of warehousing activities and employees performance
3. Organize and maintain inventory and storage area
4. Ensure shipments’ and inventory transactions’ accuracy
5. Communicate job expectations and coach employees
6. Determine staffing levels and assign workload
7. Interface with customers to answer questions or solve problems
8. Maintain items record, document necessary information and utilize reports to project warehouse status
9. Identify areas of improvement and establish innovative or adjust existing work procedures and practices
10. Handles STOCK MANAGEMENT
11. Proficient / with advance knowledge in excel

• Overseeing salespeople, cashiers, shelf stocks, and other employees.
• Managing finances and preparing an annual budget.
• Keeping records of expenditure, sales figures, and employee performance.
• Evaluating the supply and availability of stocks, and profit-margins.
• Implementing measures to avoid stock damages, theft, and wastage.
• Monitoring shelve stocks and product displays, and the general appearance of the store.
• Investigating market trends and offering products that would appeal to customers.
• Addressing customers' requests, comments, and complaints.
• Motivating employees to achieve targets.
• Training new staff members and scheduling shifts.
• Demonstrates clear potential for assuming future Store Manager role.

- 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

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.

As a Warehouse Assistant/Helper, you will assist in the daily operations of our warehouse, ensuring that inventory is organized, shipments are processed efficiently, and the workspace is maintained.

• Conducts activities relative to the inventory of materials, receiving of incoming deliveries, issuance of materials and tools, handling of material requests of production.
• Maintains and updates inventory of materials and tools.
• Receives incoming deliveries as per procedures.
• Issues materials and tools and other items as per procedures.
• Handles material requests.
• Handles purchase requisitions.

Tasks and duties

• Delegating tasks and responsibilities to members of the team.
• Ensuring team members are up to date on their tasks.
• Offering constructive feedback and suggestions to team members as necessary.
• Fostering productivity and coordination among members.
• Providing guidance and support to team members as needed.
• Identifying and addressing any issues that may arise within the team.
• Managing team resources such as budget and equipment.
• Opening lines of communication between team members or between the members and the executives.
• Developing and implementing team policies and procedures.
• Creating a safe and positive work environment for the team.
• Boosting team morale and looking after employees’ welfare.
• Assuming accountability over the output of the team.



A Team Manager is in charge of setting individual and team goals and assigning tasks to team members. They are also primarily responsible for ensuring that deadlines are met. This also means they are in charge of making sure all the tools and processes for team members to complete their tasks are available, such as proper tools or equipment. A Team Manager is also tasked with solving any problems that may arise, whether it's conflict between team members or difficulties with a project, reorienting the direction or strategy for the team, and mediating between their team members and senior leaders on the team’s progress. A Team Manager is also responsible for keeping up team morale, making sure that each member feels fulfilled and productive in their role.

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.

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