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Insurance and Investments Advisor

1 week ago

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

We are seeking a highly motivated Financial Planner to join our team at Pru Life UK - Team Rhod.

About the Company
  • Our company offers a range of financial products and services to help individuals achieve their financial goals.
  • We are committed to delivering exceptional customer service and building long-term relationships with our clients.
  • We are a dynamic and fast-paced environment that offers opportunities for growth and development.
Job Description
  • The successful candidate will be responsible for assessing clients' financial needs and developing customized financial plans.
  • They will work closely with clients to understand their goals and objectives and identify areas for improvement.
  • The Financial Planner will also be responsible for recommending suitable financial products and services to clients.
Requirements
  • A minimum of a 4-year degree is required for this role.
  • Strong analytical and problem-solving skills are essential.
  • Excellent communication and interpersonal skills are required.
  • No experience is required, but it is beneficial if you have a laptop or tablet device.