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Financial Services Representative
1 week ago
Pru Life UK - Team Josh offers an exciting opportunity to embark on a career as a Financial Advisor, working with clients to achieve their financial objectives through tailored advice and personalized financial planning.
This role is ideal for motivated individuals who can dedicate 2-4 hours per day, flexible schedule available. A Bachelor's degree holder in any 4-year program is mandatory.
Key Responsibilities- Evaluate client needs and recommend suitable insurance, investment, and retirement products.
- Maintain strong client relationships built on trust and effective communication.
- Achieve sales targets and contribute to business growth by consistently meeting performance expectations.
- Ensure adherence to legal and company standards at all times.
- Provide ongoing support and portfolio reviews to clients, ensuring they remain informed about their financial progress.
- Enjoy commission-based earnings with opportunities for performance incentives and career advancement.
