FINANCIAL ADVISOR at PRU LIFE UK WFH set-up

4 days ago


Paranaque City, Calabarzon, Philippines Norilyn B. Detecio - Insurance Agent Full time ₱600,000 - ₱1,200,000 per year

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional's job duties include:

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets

Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools

Securing stocks and bonds and establishing progressive savings accounts

Moving money from accounts per industry and federal regulations

Performing market research to stay current with financial trends

Preparing financial documents, such as income projections and investment reports

Maintaining compliance with all rules and regulations in the financial industry

Identifying and pursuing potential clients to maintain a strong client base

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