Financial Coach

PRU life UK (Prime Summit); Mandaluyong; In loco; PHP 300.000 - 540.000; Tempo pieno

Vantaggi offerti da questo lavoro

Commission

Performance Bonus

Annual Appraisal

Employee Recognition Program

Flexible Hours

Professional Development Support

Annual Company Trip

Free Meals

Retirement Plan

Descrizione del lavoro

A leading financial services firm in Mandaluyong is looking for a client-focused Financial Advisor to provide expert financial guidance. The role includes developing customized financial plans, advising on investments, and building long-term client relationships. Qualifications include a degree from an accredited institution and residency in Metro Manila. This position offers a hybrid work setup and performance-based compensation.

Competenze

• Bachelor’s degree in any four-year course from an accredited institution.
• Must be residing in Metro Manila for client engagement.
• Flexible work arrangements available (hybrid or remote setup).
• Support for licensing requirements and professional development.
• Incentives, bonuses, and recognition programs based on individual and team achievements.

Mansioni

• Assess clients' financial goals and develop customized financial plans.
• Advise clients on asset allocation and investment options.
• Cultivate long-term relationships with clients.
• Monitor clients’ accounts and regularly review financial plans to ensure goals are on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long‑term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations.
• Generate new through referrals, networking, and prospecting.

Conoscenze

Client-focused relationship management

Financial planning

Risk management

Investment knowledge

Communication

Formazione

Bachelor’s degree in any four-year course

Descrizione del lavoro

Hybrid - Mandaluyong No Exp Required Bachelor Full-time

Job Description

Job Type: Full-time/Part-time

Job Summary:

• We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
• This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.

Key Responsibilities:

• Assess clients' financial goals, current financial situations, and risk tolerance.
• Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
• Advise clients on asset allocation, portfolio management, and investment options.
• Monitor clients’ accounts and regularly review financial plans to ensure goals are on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long‑term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations.
• Generate new through referrals, networking, and prospecting.

Required Qualifications:

• Bachelor’s degree in any four‑year course from an accredited institution.
• Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in‑person meetings.
• Flexible work arrangements available (hybrid or remote setup based on role requirements and performance).
• Performance‑based compensation structure with unlimited earning potential through commissions.
• Support for professional development, including training programs and assistance with licensing requirements.
• Op incentives, bonuses, and recognition programs based on individual and team achievements.

Employee Recognition and Rewards

Commission, Performance Bonus, Anniversary Gifts, Annual Appraisal, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Government Mandated Benefits

• Employee Loan

Insurance Health & Wellness

• HMO

Others

• Company Social Events
• Annual Company Trip, Free Meals, Retirement Plan

Professional Development

Support for professional development, including training programs and assistance with licensing requirements.

Work-Life Balance

Flexible Hours, Work from Home

Working Location

The Columbia Tower. H3V4+QFQ, Ortigas Ave, Mandaluyong, Metro Manila, Philippines