Part Time Financial Advisor

Pru Life UK; Pasay; On-site; PHP 400,000 - 600,000; Full time

Job summary

Pru Life UK is seeking a Financial Advisor based in Pasay, Metro Manila, to provide comprehensive financial advice and guidance to clients on investment strategies, insurance, and retirement planning.

The ideal candidate will have at least 2 years of experience in a client-oriented role, preferably in finance or sales, along with strong communication and relationship-building skills.

Qualifications

• 2 years of experience in a client-oriented role, preferably in finance or sales.
• Ability to educate clients on financial offerings and tailor solutions to their needs.
• Proactive, professional demeanor, and a strong willingness to learn.

Responsibilities

• Provide financial advice and guidance to clients on investment strategies, insurance, and retirement planning.
• Build and maintain strong relationships with clients to understand their financial goals.
• Assist clients in understanding financial products and services.

Skills

Strong communication skills

Relationship building

Sales support

Education

Bachelor's degree in Finance, Business, or a related field

Job description

Responsibilities

• Provide financial advice and guidance to clients on investment strategies, insurance, and retirement planning.
• Build and maintain strong relationships with clients to understand their financial goals.
• Assist clients in understanding financial products and services, including insurance and investment options.
• Utilize social media platforms to enhance client engagement and lead generation.
• Participate in sales training and support activities to enhance personal sales effectiveness.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Business, or a related field
• Experience Level: 02 years of experience in a client-oriented role, preferably in finance or sales
• Skills and Competencies: Strong communication skills, relationship building, and sales support
• Responsibilities and Duties: Ability to educate clients on financial offerings and tailor solutions to their needs
• Qualities and Traits: Proactive, professional demeanor, and a strong willingness to learn