Client-Focused Financial Planner

PRU LIFE UK - Trillion Dragon Unit; Makati; On-site; PHP 223,200 - 558,000; Full time

Job summary

A leading financial services provider in Makati is seeking a Financial Advisor to provide tailored financial advice and help clients achieve their financial goals. Responsibilities include selling financial products and maintaining strong relationships with clients. Candidates should be college graduates residing in Metro Manila and willing to attend regular meetings. This opportunity offers a chance to grow in the growing financial sector.

Qualifications

• Must be a college graduate of any 4-year course.
• Residing in Metro Manila.
• Willing to attend weekly unit and branch meetings (Online and Onsite).
• Willing to take licensure examinations.

Responsibilities

• Provide tailored financial advice and planning to clients.
• Sell financial products and services.
• Build and maintain lasting relationships with clients.

Skills

Financial advising

Sales

Client relationship management

Education

College graduate of any 4-year course

Tools

Laptop/Ipad/Tablet/any gadgets

Job description

A leading financial services provider in Makati is seeking a Financial Advisor to provide tailored financial advice and help clients achieve their financial goals. Responsibilities include selling financial products and maintaining strong relationships with clients. Candidates should be college graduates residing in Metro Manila and willing to attend regular meetings. This opportunity offers a chance to grow in the growing financial sector.