Financial Consultant

Pru Life UK - UOLIA by RV John R. Maxian; Pasay; On-site; PHP 111,600 - 200,880; Part time

Benefits offered by this job

Life Insurance

HMO

Annual Company Trip

Open Workspace

Retirement Plan

Training Subsidy

Flexible Hours

Work from Home

Maternity & Paternity Leave

Sick Leave

Vacation Leave

Job summary

Pru Life UK - UOLIA by RV John R. Maxian in Pasay City is seeking Financial Consultants who are motivated and people-oriented to join the team on a hybrid, part-time basis.

You will help clients build a better financial future by providing personalized solutions, building relationships, and conducting client meetings online or in person. Fresh graduates are welcome.

Qualifications

• Bachelor’s degree is required.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Comfortable using online platforms and social media.
• Goal-oriented, motivated, and willing to learn.
• Passionate about helping people achieve financial security.

Responsibilities

• Help clients understand their financial needs and goals
• Build and maintain strong relationships with clients
• Assist clients in creating plans for savings, protection, and investments
• Conduct client meetings both online and face-to-face
• Work with the team to provide excellent customer service

Skills

Communication skills

Interpersonal skills

Social media proficiency

Online platforms

Education

Bachelor's degree

Job description

Pru Life UK - UOLIA by RV John R. Maxian

Hybrid - Pasay Part-time Fresh Graduate/Student Bachelor

RV John Maxian

HR Manager Pru Life UK - UOLIA by RV John R. Maxian

Job Description

Employee Recognition and Rewards

• Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

• Life Insurance, HMO
• Annual Company Trip, Open Workspace, Retirement Plan, Training Subsidy

Professional Development

• Apprenticeship Program, Job Training, Mentorship Program, Professional Development
• Maternity & Paternity Leave, Sick Leave, Vacation Leave

Work-Life Balance

• Flexible Hours, Work from Home

We are looking for motivated and people-oriented individuals to join our team as Financial Consultants. In this role, you will help clients build a better financial future by providing personalized financial solutions based on their needs and goals.

Key Responsibilities

• Help clients understand their financial needs and goals
• Build and maintain strong relationships with clients
• Assist clients in creating plans for savings, protection, and investments
• Conduct client meetings both online and face-to-face
• Work with the team to provide excellent customer service

Qualifications

• Bachelor’s degree is required
• Fresh graduates are welcome to apply
• Good communication and interpersonal skills
• Comfortable using online platforms and social media
• Goal-oriented, motivated, and willing to learn
• Passionate about helping people achieve financial security

Working Location

Ground Floor, Pru Life UK, Five Ecom Center, Harbor Dr, Pasay City, Metro Manila, Philippines