Insurance Sales Executive - Financial Advisor / Account Executive
Makati Full-time
Key Responsibilities
- Generate new business opportunities through referrals, brokers, agents, direct clients, and strategic partnerships.
- Promote and sell Life Insurance, Group Medical/HMO, and General Insurance products to individual and corporate clients.
- Conduct client needs analysis and recommend suitable insurance and financial solutions.
- Manage and grow existing accounts through regular client engagement, account reviews, and relationship management.
- Develop and maintain strong partnerships with brokers, agents, bank partners, and direct clients.
- Achieve or exceed assigned sales targets, production goals, and collection objectives.
- Identify market opportunities, monitor industry trends, and implement strategies to grow business lines.
- Support lead generation, cross-selling, and up-selling initiatives across various distribution channels.
- Prepare sales forecasts, reports, and maintain accurate client and insurance records.
- Ensure excellent customer service throughout the sales cycle, from prospecting to post-sale support.
- Bachelor's Degree in Business Administration, Marketing, Finance, Management, or any related field.
- Minimum of 1–3 years of experience in sales, business development, or account management.
- Exposure to the insurance industry, including Life Insurance, General Insurance, Medical Insurance, HMO, or Bancassurance.
- Strong background in client acquisition, relationship management, and consultative selling.
- Experience handling corporate accounts, brokers, agents, or direct clients is an advantage.
- Excellent communication, negotiation, and interpersonal skills.
- Results-driven with a proven ability to meet sales targets and business objectives.
- Proficient in preparing reports, forecasts, and managing client data.
- Bachelor degree graduates with strong sales aptitude and relevant internship experience are encouraged to apply.
- For Financial Advisor, license is required.
Pru Life UKMakati
JOB DESCRIPTION:
As a Financial Advisor, you will act as an ambassador of Pru Life UK to the clients by discussing our insurance and investment in stock market programs.
Qualifications:
• At least a Bachelor’s Degree graduate. Fresh graduates...
Quezon City, 11 km from Makati
Financial Advisor
Company: Alexandrite 2.2
Job Type: Full-Time / Part-Time
Location: Hybrid Setup
Job Description
Start a rewarding career in the financial services industry through the PruVenture Apprentice Program. We are looking for driven...
Calamba, 41 km from Makati
Are you in search of Purpose, Business and Better Income? Part time or Full time, This is a great start!
Become a Licensed Insurance Agent/Financial Advisor and build an additional income stream while keeping your current job.
What We Do...