Financial Adviser | Flexi Time | Work From Home
Pru Life UK - Alexandrite 2
- Makati, Philippines6789, Ayala Ave, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱50,000.00 / monthPHP300005000030000MONTH
- Part timePART_TIME
Job Description
We are looking to have 20 Financial Advisers to join our winning team to be trained by the respectable and top-class District of Pru Life UK in the Philippines.
The selected candidates will have the following responsibilities:
• Talk to clients about financial objectives, risk tolerance, insurance coverages and benefits, investment planning, cash management and be able to recommend appropriate financial planning strategies
• Answer queries about financial plans and programs and give financial advice
• Assess and review the client's current financial situation, inforce insurance policies, if any, and present an appropriate financial plan
• Discuss and explain the different types of financial services available to the client
• Offer solution to financial issues of customers like income protection, critical illness benefits, accident and disability coverages, retirement funding, discipline savings, college education funding, estate planning, wealth management, medium to long term investments among others
• Manage and update client portfolios as necessary
• Regularty contact existing clients for relevant product and market updates and check changes in financial status
• Help spread financial literacy to bring about financial freedom to the nation
Minimum Qualifications
* Graduate of any 4-year course
* Resident of Metro Manila or nearby provinces
Perks and Benefits
- Flexitime
- Work from Home
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Required Skills
- Relationship Management
- Sales and Marketing Knowledge
- Operations Management
- Attention to Detail
- People Management
- Time Management
- Leadership skills
Preferred Courses
- Marketing
- sales
- Education
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Tower 6789, Ayala Ave 6789, 1227 Makati, Philippines