Financial Consultant / Unit Manager

Pru Life U.K - Team Vin; Makati; On-site; PHP 167,400 - 279,000; Part time

Benefits offered by this job

Commission

Performance Bonus

HMO

Flexible Hours

Work from Home

Job summary

Pru Life U.K - Team Vin is seeking a part-time position in Makati for fresh graduates and students pursuing a Bachelor's degree. The role offers hybrid work arrangements, with opportunities to develop financial consulting skills and build client networks.

Responsibilities include delivering customized financial solutions, conducting needs analyses, mentoring a team of consultants, and achieving personal and team goals through ongoing trainings and business development.

Qualifications

• Fresh graduates and students pursuing a Bachelor's degree are welcome.

Responsibilities

• Provide customized financial solutions to help clients achieve short-term and long-term financial goals such as savings, investments, life protection, education funding, retirement planning, and wealth management.
• Assist clients in making informed financial decisions based on their current needs and future plans.
• Build and maintain strong relationships with individual and corporate clients.
• Expand client network through referrals, prospecting, and business development activities.
• Conduct financial needs analysis and recommend suitable insurance and investment products.
• Attend regular trainings, coaching sessions, and online meetings to enhance skills and industry knowledge.
• Lead, mentor, and support a team of financial consultants to achieve personal and team targets.
• Monitor team performance and help develop future leaders within the organization.

Education

Bachelor's degree

Job description

Hybrid - Makati Fresh Graduate/Student Bachelor Part-time

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Job Description

Employee Recognition and Rewards

• Commission, Performance Bonus

Insurance Health & Wellness

• HMO

Work-Life Balance

• Flexible Hours, Work from Home

• Provide customized financial solutions to help clients achieve their short-term and long-term financial goals such as savings, investments, life protection, education funding, retirement planning, and wealth management
• Assist clients in making informed financial decisions based on their current needs and future plans
• Build and maintain strong relationships with individual and corporate clients
• Expand client network through referrals, prospecting, and business development activities
• Conduct financial needs analysis and recommend suitable insurance and investment products
• Attend regular trainings, coaching sessions, and online meetings to enhance skills and industry knowledge
• Lead, mentor, and support a team of financial consultants to achieve personal and team targets
• Monitor team performance and help develop future leaders within the organization

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Divine Capile

HR Manager Pru Life U.K - Team Vin

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