Financial Consultant & Team Leader — Growth & Mentorship

Pru Life UK; Makati; On-site; PHP 334,800 - 892,800; Full time

Job summary

Pru Life UK is looking for professionals to provide customized financial solutions, assisting clients in achieving their financial goals such as investments and retirement planning. This role involves building strong client relationships and expanding the client network.

Additionally, you will lead and mentor a team of financial consultants, monitor performance, and ensure skill enhancement through regular trainings and coaching sessions. This position is based in Makati, Metro Manila.

Responsibilities

• Provide customized financial solutions to help clients achieve their financial goals.
• Assist clients in making informed financial decisions based on their needs.
• Build and maintain strong relationships with clients.
• Expand client network through referrals and business development.
• Conduct financial needs analysis and recommend suitable products.
• Attend regular trainings and coaching sessions.
• Lead and mentor a team of financial consultants.
• Monitor team performance and develop future leaders.

Job description

Pru Life UK is looking for professionals to provide customized financial solutions, assisting clients in achieving their financial goals such as investments and retirement planning. This role involves building strong client relationships and expanding the client network.

Additionally, you will lead and mentor a team of financial consultants, monitor performance, and ensure skill enhancement through regular trainings and coaching sessions. This position is based in Makati, Metro Manila.