Financial Consultant

Prulife UK - Team Niko; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A prominent financial services company in Metro Manila is seeking a Financial Adviser to provide expert advice on insurance and superannuation products. The role involves analyzing clients' financial situations, developing personalized strategies, and maintaining strong relationships. Fresh graduates are welcome to apply. The position offers a hybrid work setup, and candidates must reside in Metro Manila or nearby provinces.

Qualifications

• No prior experience required; fresh graduates welcome.
• Detail-oriented, proactive, and possess strong interpersonal skills.

Responsibilities

• Provide expert financial advice on insurance and superannuation products.
• Analyze clients' financial situations and develop personalized strategies.
• Conduct regular reviews and adjust plans as needed.
• Build and maintain strong client relationships.
• Stay updated on industry trends and regulations.
• Assist clients with financial planning and prepare reports.

Skills

Strong analytical skills

Excellent communication

Proficiency in financial software

Education

Bachelor's Degree in any 4-year course

Job description

• Provide expert financial advice on insurance and superannuation products.
• Analyze clients' financial situations and develop personalized strategies.
• Conduct regular reviews and adjust plans as needed.
• Build and maintain strong client relationships.
• Stay updated on industry trends and regulations.
• Collaborate with Team Niko at Prulife UK to achieve collective goals.

• Educational Qualifications: A Bachelor's Degree in any 4-year course (open to all fields)
• Experience Level: No prior experience required; fresh graduates welcome.
• Skills and Competencies: Strong analytical skills, excellent communication, and proficiency in financial software.
• Responsibilities and Duties: Assist clients with financial planning, analyze financial data, and prepare reports.
• Working Conditions: Hybrid work set-up; regular business hours. (Open to Part-Time of Full-Time Applicants). Must be residing within Metro Manila or nearby provinces.
• Qualities and Traits: Detail-oriented, proactive, and possess strong interpersonal skills.

Kindly send a copy of your resume upon application