Financial Advisor

Royals Branch - PRU Life UK; Pasay; On-site; PHP 300,000 - 420,000; Full time

Job summary

A financial services company in Metro Manila, Philippines is looking for a professional to assess clients' financial needs and provide insurance and investment solutions. The ideal candidate should have a Bachelor's degree and strong communication skills, aiming to build lasting client relationships while assisting in financial planning and policy management.

Qualifications

• Bachelor's degree in any course is required.
• Must have strong communication and interpersonal skills.
• Willingness to learn and openness to training.

Responsibilities

• Assess clients’ financial needs and long-term goals.
• Present and explain insurance and investment solutions.
• Build and maintain strong client relationships.
• Conduct financial planning sessions and proposal presentations.
• Assist clients in policy applications, claims, and after-sales service.

Skills

Strong communication skills

Interpersonal skills

Education

Bachelor’s degree in any course

Job description

• Assess clients’ financial needs and long-term goals
• Present and explain insurance and investment solutions
• Build and maintain strong client relationships
• Conduct financial planning sessions and proposal presentations
• Assist clients in policy applications, claims, and after-sales service

Requirements

• Any course with Bachelor’s degree
• Strong communication and interpersonal skills
• Willing to learn and open to training