Team Leader
Pru Life UK | Red Radiance Quartz
- Pasig, Philippines20F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- ₱30,000.00 - ₱300,000.00 / monthPHP3000030000030000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
The candidate is responsible for the following tasks:
- Assist the client in setting medium or long-term financial plans by evaluating current financial situation, lifestyle, investments, retirement or estate planning, educational or illness funding, etc.
- Match financial goals with the suitable funds allocation and product solutions and presenting clients with the most suitable protection plans and financial options on how to achieve their set goals.
- Carefully explain risks and advantages to the clients, making sure all their concerns are addressed, and executing the plan chosen by the client.
- Monitor the situation of clients’ financial plans and updating them with the progress, and recommending necessary changes (if any).
- Constantly update the job 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 .
- Continuously marketing by promoting financial services to potential clients, asking for referrals from current clients, meeting prospects, and providing them with acomprehensive introduction and explanation about the company and the benefits of the services.
- Manage 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.
- Recruit agents that have the potential to contribute to the growth and performance of the team as a whole.
Minimum Qualifications
- Relevant Bachelor's Degree
- Preferably with experience in a supervisory/management role
- Exposure to sales and marketing considered an advantage
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
Perks and Benefits
- Flexitime
- Work from Home
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Single Parent Leave
- Special Leave Benefits for Women
- Child Care Benefits
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Medical, Prescription, Dental, or Vision Plans
- Free Lunch or Snacks
- Performance Bonus
- Recruitment / Signing Bonus
- Stock Options
Required Skills
- Salesforce
- Sales and Marketing Knowledge
- Business Analysis
- Business Development
- People Management
- Performance Management
- Closing Sales
Preferred Courses
- Finance
- Entrepreneurship
- sales
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 20F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
- Vacancy
- 200 openings
- Website
- https://www.prulifeuk.com.ph
About Pru Life UK | Red Radiance Quartz
WHY JOIN US:
• Joining with an industry leader
• Working in a company with a solid growth prospects
• Becoming part of a strong team of professionals
• Building a career on sound values
• Benefiting from a stimulating learning environment
• Working in a friendly and open environment
• Benefiting from an international community
Exciting compensation packages await qualified applicants!!