Financial Advisor (Part time)
Pru Life UK - ESLIA Branch
Mandaluyong, Philippines
1d ago
  • Open positions for Part-time / Full time Financial Planner Financial Planners will be trained extensively about insurance, investments and financial programs for individuals or corporation Roles and Responsibilities : 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. Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks;
  • providing explanations; alleviating concerns; answering questions. Provides financial management information by preparing financial status analyses and reports.

    Benefits : Variable pay Flexible work hours Travel Incentives Cash incentives Medical Insurance Group Insurance Stock options Training and Career Growth College graduate with 2 years of experience in Sales, Marketing, Communications, Accountancy (But Fresh Grads are welcome to apply) Willing to report in Mandaluyong Office Willing to learn and undergo extensive training to pass government licensing exam Good communication, analytical and interpersonal skill Responsible and a team player

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