Insurance Agent

Company Description

Insuravest Prulife UK is dedicated to understanding and responding to the financial needs of individuals and families in the Philippines. The company focuses on helping clients secure their financial future through tailored insurance and investment solutions. Team members are encouraged to build long‑term, trust‑based relationships with clients and act as reliable partners in financial planning. The organization values integrity, service, and a client‑first mindset in all interactions.

Role Description

This is a part‑time, hybrid Insurance Agent role based in Makati, with flexibility for some work‑from‑home arrangements. The Insurance Agent will meet with prospective and existing clients to assess their financial needs, explain insurance and investment options, and recommend suitable products. Daily tasks include prospecting for new clients, conducting needs analysis, preparing proposals, and completing policy applications and document...