Financial Advisor

PRU Life UK | Alexandrite 2 Achievers

  • Makati, Philippines
    19th Floot, 6789, Ayala Ave, Bel-Air, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • 50,000.00 - 100,000.00 PHP / monthPHP50,000.00100,000.0050,000.00MONTH
  • Part time
Posted 23 days ago and deadline of application is on 27 Mar
Recruiter was hiring 30 minutes ago

Job Description

• Assess and review the client's current financial situation, to be able to present an appropriate financial plan.

• Discuss and explain the different types of financial services available to the client.

• Develops effective financial strategies by guiding clients to establish and achieve their financial goals.

• Consistently and continously monitor and update client's financial status.

• Helping spread the importance of financial literacy

• Offer solution such as investment, life insurance, critical illness, retirement fund, discipline savings, kid's education, estate planning, and wealth management, among others.

• Helping clients regarding their financial planning needs and priorities

Minimum Qualifications

If you have the heart to help other people, you like to talk to people & you want to share financial literacy then this career is for you! As a Financial Adviser, you will enjoy time flexilibity, financial freedom, free travels & most of all balanced work-life. Join our growing team of diversified young professionals!

* Bachelor degree in business, finance, or any field
* 1-2 years of sales experience is a plus
* Proficient in Outlook, Word, Excel, and PowerPoint is a plus.

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Often 
Office Address
6789, Ayala Ave, Bel-Air
Industry
Financial Services
Vacancy
100 openings
Website
https://www.prulifeuk.com.ph/en/

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About PRU Life UK | Alexandrite 2 Achievers

PRU LIFE UK is part of Prudential PLC one of the world's oldest, largest and strongest financial and insurance company. Recognized by the Department of Finance - Insurance Commission, PRU LIFE UK is the pioneer of the unit-linked insurance in the Philippines (2002). Alexandrite 2 district is the top and leading group in PRU LIFE UK nationwide and is the home of achievers. We welcome experienced and young professionals coming from various industries. We provide the best trainings and seminars to equip our financial consultants the best knowledge to guide them through a successful career. Join us today and discover your potential in this career as a financial consultant.