Financial Services Specialist

2 days ago


Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time

About the Role:

Pru Life UK - LSLIA is seeking a highly motivated and skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Assess clients' financial situations and provide personalized financial advice and solutions.
  • Develop and present financial plans, including insurance and investment strategies, to help clients achieve their financial objectives.
  • Educate clients on the importance of financial literacy and provide guidance on how to make informed financial decisions.
  • Build and maintain strong relationships with clients, understanding their needs and priorities, and providing tailored financial solutions.
  • Stay up-to-date with industry trends and developments, and maintain a deep understanding of Pru Life UK - LSLIA's products and services.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, with opportunities to work with a talented team of professionals.
  • The chance to make a real difference in people's lives, helping them achieve their financial goals and objectives.

Requirements:

  • A college degree in a relevant field, such as finance, accounting, or business.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • A strong understanding of financial products and services, including insurance and investment options.
  • The ability to work in a fast-paced environment, with a high level of energy and motivation.


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