Work from Home Insurance Broker

Pru Like UK - Team Mark; Makati; Remote; PHP 300.000 - 540.000; Vollzeit

Zusammenfassung

A growing financial advisory firm in Metro Manila is seeking a motivated Financial Advisor responsible for providing financial guidance to clients. You will develop personalized plans, recommend financial products, and build long-term relationships. Ideal for recent graduates passionate about finance. Competitive support and training will be provided.

Qualifikationen

• Recent college graduates with a passion for finance and customer service.
• Ability to manage client relationships and present financial solutions.
• Present and recommend financial products to meet clients' needs.
• Build and maintain long‑term client relationships for ongoing satisfaction and business growth.

Aufgaben

• Meet with clients to understand their financial goals.
• Develop personalized financial plans and strategies.
• Present and recommend various financial products.
• Build and maintain long-term client relationships.
• Stay updated with financial products and market trends.
• Identify new business opportunities and achieve sales targets.

Kenntnisse

Client Consultations

Financial Planning

Product Recommendations

Relationship Management

Market Research

Sales & Growth

Ausbildung

Bachelor's degree in Finance or related field

Jobbeschreibung

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

• Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
• Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
• Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
• Relationship Management: Build and maintain long‑term relationships with clients to ensure ongoing satisfaction and continued business.
• Market Research: Stay up‑to‑date with financial products, market trends, and economic conditions to provide informed advice to clients.
• Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

• This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.