Financial Advisor

Prulife UK - Northern Summit Life Insurance Agency

Дин45.6-73K[Monthly]
Hybrid - Quezon CityNo Exp RequiredBachelorFull-time
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Job Description

Benefits

  • Professional Development

    Job Training

  • Work-Life Balance

    Flexible Hours, Travel Concierge, Work from Home

Description

Benefits

Employee Recognition and Rewards

  • Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Insurance Health & Wellness

  • Life Insurance, HMO

Others

  • Office Parties

Perks Benefits

  • Open Workspace, Retirement Plan

Professional Development

  • Job Training, Mentorship Program, Professional Development

Work-Life Balance

  • Flexible Hours, Work from Home

Description

  • We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals.
  • You don’t need to leave your current job to start this exciting new opportunity.

Key Responsibilities:

  • Meet with Clients: Talk to clients to understand their financial needs and goals.
  • Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
  • Give Advice: Offer advice on insurance, investments, and other financial products.
  • Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed

Requirements

  • Bachelor's Degree
  • Good Communication Skills
  • Problem Solver
  • Trustworthy
  • Motivated


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Romarie Ann Esguerra

HR OfficerPrulife UK - Northern Summit Life Insurance Agency

Work Location

61 Timog Ave. 61 Timog Ave, Diliman, Quezon City, Metro Manila, Philippines

Posted on 05 April 2025

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