Financial Consultant (With Training & Support)

Pru Life UK; Philippines; On-site; PHP 223,200 - 334,800; Full time

Job summary

Pru Life UK in the Philippines is looking for an entry-level Financial Consultant to provide expert financial consulting services. You will develop personalized financial plans, establish client relationships, and work collaboratively with team members. The ideal candidate should be a graduate of any 4-year degree program, possess good communication and presentation skills, and display a professional demeanor. Ongoing training will be provided to enhance your financial knowledge and consulting capabilities.

Qualifications

• Entry-level position, no prior experience required.
• Strong interpersonal skills and the ability to work well in a team environment.

Responsibilities

• Provide expert financial consulting services to clients.
• Develop and present tailored financial plans.
• Participate in ongoing training programs.
• Establish and maintain strong client relationships.
• Work collaboratively with team members.

Skills

Good communication skills

Basic presentation skills

Coachable

Goal-oriented

Professional demeanor

Education

Graduate of any 4-year degree program

Job description

• Provide expert financial consulting services to clients, understanding their financial needs and goals.
• Develop and present financial plans and solutions tailored to individual client circumstances.
• Participate in ongoing training programs to enhance financial knowledge and consulting skills.
• Establish and maintain strong client relationships through effective communication and follow-up.
• Work collaboratively with team members to achieve mutual goals and objectives in a professional environment.

Requirements

• Educational Qualifications: Graduate of any 4-year degree program.
• Experience Level: Entry-level, no prior experience required.
• Skills and Competencies: Good communication skills, basic presentation skills, coachable, goal-oriented, and professional demeanor.
• Qualities and Traits: Strong interpersonal skills and the ability to work well in a team environment.
• Responsibilities and Duties: Must be willing to learn and adapt to new financial consulting methodologies and practices.