Financial Advisor

Pru Life U.K. - Global Amazonite Branch; Pasig; On-site; PHP 334,800 - 669,600; Full time

Job summary

A financial services company in the Philippines is seeking Financial Advisors to provide life and health insurance plans. The role involves teaching wealth management and investment strategies, and assisting clients with retirement planning and inheritance strategies. Candidates must be licensed professionals with strong communication skills. An ideal candidate will have a mobile phone for communication; a tablet or laptop is optional.

Qualifications

• Licensed professional in financial advisory.
• Effective communication skills required.
• Ability to teach and guide clients.

Responsibilities

• Teach Financial Wealth Management.
• Teaches Investment strategies.
• Promote proper savings and help client plan for inheritance.
• Assist with wealth transfer and retirement planning.
• Provide pre-emptive solutions for Life Uncertainties.

Job description

Overview

Financial Advisors are Licensed Professionals who offer Life and Health Insurance plans.

Responsibilities

• Teach Financial Wealth Management,
• Teaches Investment strategies,
• Promote proper savings and also helps client plan for inheritance,
• Wealth transfer,
• Retirement planning, and pre-emptive solutions for Life Uncertainties.

Qualifications / Documentation

1. Curriculum Vitae
2. Any Valid Government ID
3. Must have at least a mobile phone for communication, tablet(optional) or laptop(optional)