Unit Manager | Branch Manager

Pru Life UK Mandarin Garnet Quartz | Team Roel

  • Pasig, Philippines
    20/F, Emerald Avenue , Pasig, Metro Manila, Philippines
    Metro Manila
  • 20,000.00 - 80,000.00 PHP / monthPHP20,000.0080,000.0020,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 30 Aug
Recruiter was hiring 2 hours ago

Job Description

The candidate responsible for the following tasks:

  • Assisting clients in setting medium or long-term financial plans by evaluating the current financial situation, lifestyle, investments, retirement or estate planning, educational or illness funding, etc.
  • Matching of financial goals with the suitable fund's allocation and product solutions and presenting clients with the most suitable protection plans and financial options on how to achieve their set goals
  • Carefully explaining risks and advantages to the clients, making sure all their concerns are addressed, and executing the plan chosen by the client
  • Monitoring the current situation of clients’ financial plans and updating them with the progress, and recommending necessary enhancement/changes (if any)
  • Constantly updating business knowledge by keeping up-to-date with the latest market trends and economic conditions, learning about new financial products and services, participating in financial workshops and events, and maintaining and expanding personal networks
  • Continuous marketing by promoting financial services to potential clients, asking for referrals from current clients, meeting prospects, and providing them with a comprehensive introduction and explanation about the company and the benefits of the services
  • Managing of the team, motivating and guiding the members on the different strategies and techniques, providing them with learning opportunities such as workshops and events, helping them widen their networks and connections
  • Recruiting agents that have the potential to contribute to the growth and performance of the team as a whole

Minimum Qualifications

  • Very strong analytical and planning skills;
  • Above average people skills; Good communication and presentation skills;
  • Excellent problem-solving skills; Business builder
  • Results & Growth oriented
  • With Sales & Management background
  • Willing to work full time to form his/ her own team of Insurance Advisors & leaders
  • Planning, Organizing, Recruitment, Training, Coaching & Leading his/her team to reach their monthly targets
  • May come from the following industries/ career but not limited to: banks, pharmaceutical, real estate, insurance, training, recruitment agency, HR, business development; consultancy; management

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance


 Work from Home

 Retirement Benefit Plans

 Life Insurance

 Medical / Health Insurance

 Performance Bonus


Local & International Travel

Monthly Cash Rewards,

Quarterly Bonus

Yearly Persistency Bonus

Referral Bonus for 5 years

Yearly Recognition

Provident Fund

Unlimited Income

Build Your Own Business & Be Your Own BOSS!

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Presentation Skills
  • Training Facilitation
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Time Management

Preferred Courses

  • Behavioral Sciences [Organizational & Social Systems Development] and BS Marketing Management
  • Entrepreneurial Courses
  • Business Development Courses

Jobs Summary

Job level
Mid-Senior Level / Manager
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
MGQ Branch, Wynsum Corporate Plaza, F. Ortigas Jr (formerly Emerald Ave), Ortigas Center, Pasig CityEmerald Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Life Insurance
20 openings

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

About Pru Life UK Mandarin Garnet Quartz | Team Roel

Our success is anchored on our guiding principles of always listening and always understanding. We take the risk out of peoples lives. We are the trusted leaders who listen and respond to the financial needs of the filipino people. We our committed to: •dealing honestly and fairly with our public; •exceeding customer expectation and services and products; •caring for the well-being and development of our people; •giving up fair return to our stakeholders; and •contributing to the development of the filipino community Our guiding principles •we maintain and develop the company's reputation for integrity, fair dealing and security. •we work as a team, as a family, unified in purpose, treating each other with respect and care in an atmosphere of mutual trust and in a happy working environment. •we promote the art of listening as it is only in listening to the needs of our customers that we can know and understand their specific needs. •we communicate openly and constantly with our customers and our own people. •we develop ourselves continually to our fullest potential to keep improving the quality of everything we do. •we maintain a strong financial position to meet our promise of financial stability to all our customers. •we are accurate and timely. •we have a strong sense of responsibility and will work toward the achievement of the philippines economic growth.
People who applied to this job also applied to