Hybrid Financial Advisor (Entry-Level) – Build Client Wealth

Pru Life UK - UOLIA by RV John R. Maxian; Pasay; Hybrid; PHP 167,400 - 279,000; Part time

Benefits offered by this job

Life Insurance

Apprenticeship Program

Mentorship Program

Job summary

Pru Life UK - UOLIA by RV John R. Maxian in Pasay is seeking an entry-level financial advisor who will provide personalized financial advice, build client relationships and assist clients in selecting suitable financial products and services.

The role emphasizes sales, marketing, and communication skills, with opportunities for mentorship and apprenticeship programs; hybrid work arrangement in Pasay.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: Entry-level (0–2 years).
• Skills and Competencies: Strong interpersonal skills and a client-focused attitude.
• Skills and Competencies: Proven sales and marketing abilities.
• Skills and Competencies: Excellent communication skills, both verbal and written.
• Qualities and Traits: Strong organizational skills and the ability to manage multiple client accounts.

Responsibilities

• Provide personalized financial advice to clients based on their individual financial goals.
• Develop and maintain strong client relationships through regular communication and follow-ups.
• Assist clients in selecting suitable financial products and services tailored to their needs.
• Educate clients on investment options, insurance plans, and risk management strategies.
• Utilize sales and marketing techniques to generate leads and expand client base.

Skills

Interpersonal skills

Sales and marketing

Communication (verbal and written)

Education

Bachelor’s degree in Finance or Business

Job description

Pru Life UK - UOLIA by RV John R. Maxian in Pasay is seeking an entry-level financial advisor who will provide personalized financial advice, build client relationships and assist clients in selecting suitable financial products and services.

The role emphasizes sales, marketing, and communication skills, with opportunities for mentorship and apprenticeship programs; hybrid work arrangement in Pasay.