Financial Advisor

2 days ago

Makati, Philippines Pru Like UK - Team Mark Full time

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
  • Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.
  • This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.
  • No prior experience is required—full training will be provided
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