Financial Advisor
Pru Life UK Alexandrite2 | LizUnit
- Makati, Philippines3rd Floor, Legazpi St, San Lorenzo, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- FreelanceCONTRACTOR
Job closed.
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.
Minimum Qualifications
- Team Player, Goal-Oriented, and Success-Driven;
- Coachable and Willing To Learn;
- Sales experience not required, but a big plus;
- Must be able to sign contract personally at Makati.
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
Perks and Benefits
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
- Legazpi St, San Lorenzo
- Industry
- Insurance
- Vacancy
- 100 openings
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About Pru Life UK Alexandrite2 | LizUnit
Established in 1996, Pru Life UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first life insurance companies approved to distribute US dollar-denominated investment-linked life insurance policies in the country. Since its establishment, Pru Life UK has expanded its reach to over 190 branches in the Philippines, with the biggest life agency force of more than 32,000 licensed agents.