Financial Consultant

Diamond Red Life Insurance Agency Prulife UK

Bulacan

On-site

PHP 223,200 - 446,400

Full time

14 days+

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Benefits offered by this job

Flexible Hours

Job summary

Diamond Red Life Insurance Agency Prulife UK is seeking a junior life insurance advisor to work on-site in Bulacan. The role involves assisting clients in developing financial plans and providing tailored advice to meet their goals.

Educational qualification is a Bachelor's degree. The position offers flexible hours and opportunities to learn from a team of financial professionals while building strong client relationships.

Qualifications

  • Bachelor's degree required.
  • Junior role with no experience needed.
  • Strong interpersonal skills, proactive and eager to learn.

Responsibilities

  • Assist clients in developing financial plans that align with their goals.
  • Analyze clients' financial situations and provide tailored advice.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships through effective communication.
  • Collaborate with a team of financial professionals for comprehensive service delivery.

Skills

People Oriented
Willing to be coached & mentored

Education

Bachelor's degree

Job description

Diamond Red Life Insurance Agency Prulife UK

On-site - Bulacan No Exp Required Bachelor Full-time

Job Description
Insurance Health & Wellness

Life Insurance, HMO

Professional Development
Work-Life Balance

Flexible Hours

Description
  • Assist clients in developing financial plans that align with their goals.
  • Analyze clients' financial situations and provide tailored advice.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships through effective communication.
  • Collaborate with a team of financial professionals for comprehensive service delivery.
Requirements
  • Educational Qualifications: Bachelor's degree
  • Experience Level: Junior: No experience needed
  • Skills and Competencies: People Oriented, willing to be coached & mentored
  • Qualities and Traits: Strong interpersonal skills, proactive, and eager to learn
  • Responsibilities and Duties: Ability to handle multiple clients and tasks simultaneously
  • Working Conditions: Work at your pace

People Oriented TO BE COACHED & MENTORED

Preview

CEO Diamond Red Life Insurance Agency Prulife UK

Active within seven days

Working Location

3rd floor Dalisay Building Gov Halili SJDM BULACAN, Diamond Red Life Insurance Agency - PRU LIFE UK General Agency

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