Financial Advisor

Pru Life UK; Pasay; On-site; PHP 223,200 - 334,800; Full time

Job summary

Pru Life UK is seeking motivated individuals in Pasay, Metro Manila for a role focused on client consultation and financial planning. Responsibilities include assisting clients with investment solutions, retirement planning, and expanding the client base through networking and referrals. The ideal candidate is a 4-year college graduate with strong communication, networking, and sales skills. Experience is not necessary as training will be provided. Join a dynamic team and start your career in finance.

Qualifications

• Education: 4-year college graduate.
• Experience: With or without experience (willing to learn and be trained).
• Skills: Strong communication, networking, and sales skills.

Responsibilities

• Conduct financial needs analysis to provide tailored insurance and investment solutions.
• Assisting clients with retirement planning, protection, and investment holdings.
• Expanding the client base through networking, referrals, and active prospecting.
• Building a team by recruiting new agents to the company.
• Maintaining accurate client records and financial plans.

Skills

Strong communication

Networking

Sales skills

Education

4-year college graduate

Job description

Responsibilities

• Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions.
• Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings.
• Sales & Business Development: Expanding the client base through networking, referrals, and active prospecting.
• Recruitment & Leadership: Building a team by recruiting new agents to the company.
• Documentation: Maintaining accurate client records and financial plans.

Job Requirements

• Education: 4-year college graduate.
• Experience: With or without experience (willing to learn and be trained).
• Skills: Strong communication, networking, and sales skills.