Associate Wealth Advisor

Pru Life UK - Alexandrite 2

  • Makati, Philippines
    19/F, 6789 Ayala Avenue , Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • 30,000.00 - 60,000.00 PHP / monthPHP30,000.0060,000.0030,000.00MONTH
  • Part time
Posted 18 days ago and deadline of application is on 29 Oct
Recruiter was hiring 16 hours ago

Associate Wealth Advisor

Pru Life UK - Alexandrite 2

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

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus
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
Industry
Insurance
Vacancy
7 openings
Website
https://www.prulifeuk.com.ph

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

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