As a Work from Home Financial Consultant at PruLife UK, you will assist clients in understanding their financial goals and provide tailored solutions to help them achieve those objectives. You will offer a range of financial products, including life insurance, investment options, and pension plans, while working remotely. Your primary focus will be on delivering high-quality service, building client relationships, and helping individuals secure their financial futures.

Key Responsibilities:

• Client Consultation:
• Conduct remote consultations with potential and existing clients via phone, video calls, or other digital channels.
• Assess clients' financial needs and goals to recommend appropriate financial products and services.
• Provide expert advice on life insurance, savings plans, pensions, investments, and estate planning.
• Sales & Product Recommendation:
• Identify new business opportunities and cultivate leads through your network or direct outreach.
• Present and recommend PruLife UK's products, tailored to individual clients' financial situations.
• Close sales and ensure clients understand product benefits, terms, and conditions.
• Customer Relationship Management:
• Build long-lasting relationships with clients, ensuring their financial needs are met and adjusting advice as their circumstances change.
• Provide after-sales service, including follow-up on policy renewals and claims.
• Compliance & Documentation:
• Maintain accurate and up-to-date client records.
• Ensure compliance with all relevant regulations and internal policies regarding financial advice and sales.
• Professional Development:
• Participate in ongoing training to remain updated on the latest financial products, market trends, and regulatory changes.
• Work closely with your team and supervisors to meet performance targets and goals

Must be a college graduate or at least 2nd-year college with 3 years managerial experience