Financial Advisor

One Noble Empire Branch; Pasig; On-site; PHP 200,000 - 320,000; Full time

Benefits offered by this job

Full-time or part-time commitments

Job summary

A financial services branch in the Philippines is seeking Financial Advisors to assist clients in achieving their financial goals. The role requires assessing client situations, recommending suitable products, and building relationships. Candidates should possess a pleasing personality and be willing to attend in-person meetings. Positions are available on a full-time and part-time basis.

Qualifications

• Pleasing and trustworthy personality.
• Ability to attend physical meetings periodically.
• Willing to attend physical meetings at a general agency office periodically.

Responsibilities

• Help clients reach financial goals by assessing their situation.
• Recommend suitable products and build lasting relationships.
• Analyze needs and create tailored plans.

Skills

Pleasant personality

Education

Graduate of any 4-year course or undergrad

Job description

A Pru Life UK Financial Advisor helps clients reach their financial goals by assessing their situation, recommending suitable products, and building lasting relationships. They analyze needs, create tailored plans, and provide ongoing support while adhering to ethical standards and sales targets.

One Noble Empire Branch for candidates with the following attributes:

• A graduate of any 4-year course or undergrad
• A pleasing and trustworthy personality.
• No issues with attending physical meetings in a general agency office periodically.
• Positions are available for both full-time and part-time commitments.