Financial Consultant

PruLife UK - Team Jed; Makati; On-site; PHP 279,000 - 502,000; Full time

Job summary

A financial advisory team is seeking a new member to evaluate clients' financial status and develop personalized plans. The ideal candidate will hold any Bachelor's degree and may be a fresh graduate or someone with internship experiences. Strong consultative and online sales skills are essential. This role comes with opportunities for remote work and flexible hours.

Qualifications

• Fresh graduate or student with internship experience preferred.
• Provide financial advice tailored to client needs.
• Strong consultative and online sales skills.
• Analytical thinking and client relationship management.
• Ability to provide financial advice and tailored plans.
• Office environment with remote work and flexible hours.

Responsibilities

• Evaluate clients' financial status and goals.
• Develop personalized financial plans and investment strategies.
• Advise on risk management and asset allocation.
• Monitor client portfolios and adjust strategies as needed.
• Provide ongoing support and education on financial topics.
• Maintain compliance with industry regulations.

Skills

Consultative sales skills

Online sales skills

Analytical thinking

Client relationship management

Education

Any Bachelor’s degree

Job description

Overview

Evaluate clients' financial status and goals. Develop personalized financial plans and investment strategies. Advise on risk management and asset allocation. Monitor client portfolios and adjust strategies as needed. Provide ongoing support and education on financial topics. Maintain compliance with industry regulations.

Responsibilities

• Evaluate clients' financial status and goals.


• Develop personalized financial plans and investment strategies.


• Advise on risk management and asset allocation.


• Monitor client portfolios and adjust strategies as needed.


• Provide ongoing support and education on financial topics.


• Maintain compliance with industry regulations.

Qualifications & Requirements

• Educational Qualifications: Any Bachelor’s degree


• Experience Level: Fresh graduate or student with internship experience preferred.


• Skills and Competencies: Strong consultative sales and online sales skills, analytical thinking, and client relationship management.


• Responsibilities and Duties: Provide financial advice, develop tailored financial plans, and assist clients in achieving their financial goals.


• Working Conditions: Office environment with opportunities for remote work and flexible hours.


• Qualities and Traits: Excellent communication skills, proactive attitude, and strong problem-solving abilities.