Work From Home Financial Advisor

Pru Life UK; Pasay; On-site; PHP 279,000 - 390,600; Full time

Job summary

Pru Life UK is seeking an entry-level financial advisor in Pasay, Metro Manila. The role involves providing personalized financial advice tailored to clients' goals, developing client relationships, and assisting clients in choosing suitable financial products.

Ideal candidates should have a bachelor's degree in Finance or Business and strong communication and organizational skills. The position offers a dynamic environment to grow your sales and client management abilities.

Qualifications

• Strong interpersonal skills and a client-focused attitude.
• Proven sales and marketing abilities.
• Excellent communication skills, both verbal and written.
• 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

Strong interpersonal skills

Client-focused attitude

Proven sales abilities

Excellent verbal communication

Excellent written communication

Strong organizational skills

Education

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

Job description

Description

• 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.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Business, or a related field.
• Experience Level: Entry-level (02 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.