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Financial Consultant
4 weeks ago
Prulife UK - Northern Summit Life Insurance Agency
Hybrid - Quezon City No Exp Required Bachelor Part-time
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Job Description Employee Recognition and RewardsCommission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts
Insurance Health & WellnessLife Insurance, HMO
OthersOffice Parties
Open Workspace, Retirement Plan
Professional Development Work-Life BalanceFlexible Hours, Work from Home
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Job Overview:
- 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.
- Stay Updated: Keep up with the latest financial news and trends to provide the best advice.
MINIMUM REQUIREMENTS:
- 4 year College Graduate of any course
- Willing to undergo training and coaching
- Strong Internet Connection
- With Laptop or Ipad or Tablet
- Must be a Filipino Citizen and resident, preferably NCR or nearby provinces
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HR Officer Prulife UK - Northern Summit Life Insurance Agency
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