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Retirement Savings Consultant

2 weeks ago

Manila, National Capital Region, Philippines Pru Life UK - Team Daven Full time

Job Summary

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Pru Life UK - Team Daven. As a Financial Advisor, you will be responsible for providing expert advice to clients on retirement planning, investment strategies, and wealth management.

About Us

Pru Life UK - Team Daven is a leading financial services company committed to delivering exceptional customer service and innovative financial solutions to our clients.

Key Responsibilities

  • Client Acquisition: Identify and acquire new clients through various channels such as referrals, online marketing, and networking events.
  • Needs Assessment: Conduct thorough needs assessments to understand client requirements and preferences.
  • Product Recommendations: Provide personalized product recommendations to clients based on their financial goals and risk tolerance.
  • Sales and Marketing: Develop and implement effective sales and marketing strategies to promote Pru Life UK - Team Daven products and services.

Requirements

  • Excellent Communication Skills: The ability to effectively communicate with clients and colleagues is essential for this role.
  • Strong Analytical Skills: Financial Advisors must possess strong analytical skills to assess client needs and develop effective solutions.
  • Results-Oriented: This role requires a results-oriented individual who can consistently meet sales targets and deliver exceptional results.
  • Bachelor's Degree Required: A Bachelor's degree in a relevant field such as finance, economics, or business administration is required.