Financial Planner | InsureHub
Pru Life UK Ortigas Branch
Pasig, PH
5d ago

Job Description

  • Meet with clients in-person to discuss their financial goals
  • Explain the types of financial services we provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Minimum Qualifications

  • At least High School Graduate;
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Willing to learn and make time;
  • With sales background is an advantage but not required;
  • Flexitime
  • Work from Home
  • Performance Bonus
  • Salesforce
  • Sales and Marketing Knowledge
  • Closing Sales
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