Financial Advisor

Prulife UK - Northern Summit Life Insurance Agency

Quezon City

On-site

PHP 260,000 - 420,000

Full time

14 days+

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Job summary

A financial services company in Quezon City is seeking a Financial Advisor to help clients achieve their financial goals through personalized plans and investment advice. Candidates should have a college degree and a strong internet connection. This is an exciting opportunity that allows you to start while maintaining your current job.

Qualifications

Must be a Filipino Citizen and resident, preferably NCR or nearby provinces.
Willing to undergo training and coaching.
Strong Internet Connection.
Ability to plan and present financial advice to clients.

Responsibilities

Meet with clients to understand their financial needs.
Develop personalized financial plans.
Offer advice on insurance and investments.
Monitor clients' financial progress.
Stay updated with financial news and trends.

Skills

Financial planning

Client relationship management

Investment advisory

Education

4 year College Graduate

Job description

Overview

We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals. You don’t need to leave your current job to start this exciting new opportunity.

Responsibilities

Meet with Clients: Talk to clients to understand their financial needs and goals.
Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
Give Advice: Offer advice on insurance, investments, and other financial products.
Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed.
Stay Updated: Keep up with the latest financial news and trends to provide the best advice.

Qualifications