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Part Time Financial Consultant with HMO Benefits

2 weeks ago

Makati City, National Capital Region, Philippines Pru Life UK Part time

At Pru Life UK, we're seeking a highly skilled Part Time Financial Consultant to join our team. This role involves explaining the type of financial services we offer to clients, assessing their financial situation, developing tailored financial strategies, and monitoring their financial progress.

Company Overview

We're a leading life insurance provider in the UK, committed to helping our customers achieve their long-term financial goals. Our team is dedicated to delivering exceptional service and providing innovative solutions to meet the evolving needs of our clients.

Job Description

This is an exciting opportunity for a motivated and results-driven individual to work as a Part Time Financial Consultant. As part of our team, you will be responsible for:

  • Explaining our range of financial services to clients, including investment options and risk management strategies
  • Conducting thorough assessments of clients' financial situations to identify areas for improvement
  • Developing personalized financial strategies that align with clients' goals and risk tolerance
  • Regularly reviewing and adjusting clients' financial plans to ensure they remain on track to meet their objectives
Required Skills and Qualifications

To succeed in this role, you'll need:

  • A strong understanding of personal finance and financial planning principles
  • Excellent communication and interpersonal skills
  • The ability to build trust and rapport with clients from diverse backgrounds
  • Strong analytical and problem-solving skills
Benefits

As a valued member of our team, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A collaborative and supportive work environment
  • The chance to make a real difference in people's lives