Financial Planning Associate - Flexible Hours, Entry Level

Diamond Red Life Insurance Agency Prulife UK; Bulacan; On-site; PHP 223,200 - 446,400; Full time

Benefits offered by this job

Flexible Hours

Job summary

Diamond Red Life Insurance Agency Prulife UK is seeking a junior life insurance advisor to work on-site in Bulacan. The role involves assisting clients in developing financial plans and providing tailored advice to meet their goals.

Educational qualification is a Bachelor's degree. The position offers flexible hours and opportunities to learn from a team of financial professionals while building strong client relationships.

Qualifications

• Bachelor's degree required.
• Junior role with no experience needed.
• Strong interpersonal skills, proactive and eager to learn.

Responsibilities

• Assist clients in developing financial plans that align with their goals.
• Analyze clients' financial situations and provide tailored advice.
• Stay updated on financial regulations and market trends.
• Build and maintain strong client relationships through effective communication.
• Collaborate with a team of financial professionals for comprehensive service delivery.

Skills

People Oriented

Willing to be coached & mentored

Education

Bachelor's degree

Job description

Diamond Red Life Insurance Agency Prulife UK is seeking a junior life insurance advisor to work on-site in Bulacan. The role involves assisting clients in developing financial plans and providing tailored advice to meet their goals.

Educational qualification is a Bachelor's degree. The position offers flexible hours and opportunities to learn from a team of financial professionals while building strong client relationships.