Financial Planning & Insurance Advisor

PruLife UK Team Christine; Makati; On-site; PHP 334,800 - 781,200; Full time

Job summary

A financial advisory team in Metro Manila seeks a Financial Advisor to guide clients in financial planning and investment decisions. Responsibilities include developing customized financial plans, educating clients on market trends, and achieving sales targets. Candidates should have a Bachelor’s degree and strong communication skills. Fresh graduates welcome. The position offers training and growth opportunities.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs.
• Sales experience is an advantage but not required.

Responsibilities

• Guide clients in making sound financial decisions.
• Build and maintain relationships with clients.
• Conduct financial needs analysis.

Skills

Strong interpersonal and communication skills

Analytical and problem-solving skills

Self-motivated and goal-oriented

Education

Bachelor’s degree

Job description

A financial advisory team in Metro Manila seeks a Financial Advisor to guide clients in financial planning and investment decisions. Responsibilities include developing customized financial plans, educating clients on market trends, and achieving sales targets. Candidates should have a Bachelor’s degree and strong communication skills. Fresh graduates welcome. The position offers training and growth opportunities.