Associate Wealth Advisor
Pru Life UK - Alexandrite 2
- Makati, Philippines19/F, 6789 Ayala Avenue , Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱60,000.00 / monthPHP300006000030000MONTH
- Part timePART_TIME
Job closed.
Job Description
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Minimum Qualifications
- Graduate of any Bachelor's Degree
- Can commit 2 Saturdays per month for meetings in Makati
- Trainable and teachable
- Sales experience is an advantage but not required
Perks and Benefits
Work from Home
Retirement Benefit Plans
Free Lunch or Snacks
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Other
Travel Incentives
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 6789 Ayala Ave, Makati, 1206 Metro Manila, Philippines
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About Pru Life UK - Alexandrite 2
Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.
We take the risk out of people’s lives.
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
We are the People that DO.
Listening
Understanding
Delivering