Financial Consultant

Pru Life UK - Danica Mae Gabat; Quezon City; Hybrid; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Commission

Performance Bonus

Life Insurance

HMO

Job Training

Professional Development

Flexible Hours

Work from Home

Job summary

A leading financial services company in Quezon City is seeking a Financial Advisor to provide expert financial advice tailored to clients' needs. The ideal candidate will conduct market research and assist clients in understanding various financial products. This role requires strong interpersonal skills and a detail-oriented mindset. Compensation includes performance bonuses and opportunities for professional development, along with a flexible work environment.

Qualifications

• 0–2 years of experience in finance or related fields.
• Detail-oriented with a strong analytical mindset.
• Strong interpersonal skills and a people-oriented mindset.

Responsibilities

• Provide expert financial advice to clients based on their unique financial situations.
• Conduct thorough market research to identify potential investment opportunities.
• Assist clients in understanding financial products.

Skills

Strong interpersonal skills

Detail-oriented

Strong analytical skills

Ability to communicate complex information

Education

Bachelor’s degree in Finance, Economics, or a related field

Job description

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Insurance Health & Wellness

Life Insurance, HMO

Professional Development

Job Training, Professional Development

Work-Life Balance

Flexible Hours, Work from Home

Description

• Provide expert financial advice to clients based on their unique financial situations.
• Conduct thorough market research to identify potential investment opportunities.
• Assist clients in understanding financial products including investments, insurances, and future sales.
• Maintain long-term relationships with clients and ensure ongoing client satisfaction.
• Stay updated on financial regulations and trends affecting clients' investments.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field
• Experience Level: 0–2 years
• Skills and Competencies: Strong interpersonal skills and people-oriented mindset
• Responsibilities and Duties: Ability to communicate complex information clearly to clients
• Working Conditions: Office-based with potential for remote meetings
• Qualities and Traits: Detail-oriented with strong analytical skills

Working Location

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• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.