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Pru life UK - Raging Titans

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Şirket Hakkında

Insurance agents at Pru Life UK play a pivotal role in assisting clients to achieve financial security through tailored insurance and investment solutions. Their responsibilities encompass a blend of client engagement, financial planning, and continuous professional development. Key Responsibilities 1. Client Consultation & Needs Assessment Agents engage with clients to understand their financial goals, risk tolerance, and existing coverage. This involves conducting one-on-one consultations, either online or face-to-face, to gather pertinent information. 2. Financial Planning & Product Recommendation Based on the assessment, agents craft personalized financial plans that may include life insurance, retirement planning, and investment strategies. They recommend and explain insurance products that align with clients' objectives. 3. Portfolio Management & Client Relationship Building Agents regularly review and manage clients' insurance portfolios, making necessary adjustments to ensure optimal performance. They maintain strong relationships through consistent follow-ups and excellent customer service. 4. Compliance & Professional Development Ensuring adherence to industry regulations and company policies is crucial. Agents participate in training sessions to enhance their skills in sales, client engagement, and product knowledge.

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Web Sitewww.prulifeuk.com.ph

Şirket büyüklüğü<50 Çalışan

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Finansman aşamasıStratejiFinanse edilmemiş

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Adres

G/F, Makati Stock Exchange Building, 6756 Ayala Ave, Legazpi Village, Makati, 1206 Metro Manila, Philippines

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