Financial Consultant
PruLife UK - Team Jed
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Holiday Gifts, Incentives, Quarterly Gifts
Insurance Health & Wellness
HMO
Professional Development
Job Training, Professional Development
Work-Life Balance
Dependent Care, Flexible Hours, Work from Home
Description
- Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
- Analyze clients' financial status and develop personalized financial plans.
- Monitor and review financial portfolios regularly to ensure alignment with client goals.
- Educate clients on financial products and services.
- Build and maintain strong client relationships for long-term success.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
- Experience Level: Fresh graduates or students with relevant internships encouraged to apply.
- Skills and Competencies: Proficient in online sales, telemarketing, and fund sales techniques.
- Responsibilities and Duties: Provide financial advice, engage clients, and promote financial products.
- Working Conditions: Office or remote work with flexible hours; may involve client meetings.
- Qualities and Traits: Excellent communication skills, strong analytical thinking, and customer-oriented approach.
Jade Calabag
OwnerPruLife UK - Team Jed
Working Location
7th floor, Polaris
Posted on 12 March 2025
Explore similar jobs
View more similar jobsFinancial Consultant
SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.)Дин45.5-54.6K[Monthly]
Hybrid - Makati<1 Yr ExpBachelorFull-time
Carlie OmanaHR Officer
Client Finance Specialist
SysgenДин60-67.3K[Monthly]
Hybrid - Makati1-3 Yrs ExpEdu not requiredFull-time
BossHR Manager
Financial Solutions Consultant - Makati City
Pru Like UK - Team MarkДин100-109.1K[Monthly]
Hybrid - Makati1-3 Yrs ExpBachelorFull-time
Mark Anthony RamosFinancial Advisor
Financial Consultant
PruLife UK - Team JedДин54.6-109.1K[Monthly]
Hybrid - MakatiFresh Graduate/StudentBachelorPart-time
Jade CalabagOwner
Financial ConsultantUrgent
PruLife UK - Team ArnelДин72.8-127.3K[Monthly]
Hybrid - MakatiFresh Graduate/StudentBachelorFull-time
Arnel IntingHR Officer
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.