Financial Advisor
Pru Life Insurance Corporation of U.K - Black Orcas
Remote Details
Open Country：Philippines
Language Requirements：English | Tagalog
Job Description
Benefits
Employee Recognition and Rewards
Distributed team
Insurance Health & Wellness
Dental Insurance, Family/Dependent Health
Perks Benefits
Pay in Crypto
Time Off & Leave
Paid Illness Leave
Description
- Provide personalized financial advice to clients.
- Analyze clients’ financial situations and develop tailored strategies.
- Assist with investment planning, retirement funding, and risk management.
- Maintain and grow client relationships through regular communication.
- Stay informed on market trends and financial regulations.
- Meet sales targets and client satisfaction goals.
Requirement
- Educational Qualifications:Bachelor’s degree in any field.
- Experience Level:No prior experience required; entry-level candidates are encouraged to apply.
- Skills and Competencies:Strong interpersonal and communication skills are essential for building client relationships.
- Responsibilities and Duties:Provide financial advice, create investment plans, and conduct client meetings.
- Working Conditions:Primarily office-based, with occasional client visits and flexible hours.
- Qualities and Traits:Motivated, detail-oriented, and naturally personable.
Jake Rodriguez
Assistant Unit ManagerPru Life Insurance Corporation of U.K - Black Orcas
More than ten replies today
Posted on 10 March 2025
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Pru Life Insurance Corporation of U.K - Black Orcas
Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
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