Financial Consultant
PruLife UK - Team Jed
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Holiday Gifts, Incentives, Quarterly Gifts
Insurance Health & Wellness
HMO
Professional Development
Job Training, Professional Development
Work-Life Balance
Dependent Care, Flexible Hours, Work from Home
Description
- Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
- Analyze clients' financial status and develop personalized financial plans.
- Monitor and review financial portfolios regularly to ensure alignment with client goals.
- Educate clients on financial products and services.
- Build and maintain strong client relationships for long-term success.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
- Experience Level: Fresh graduates or students with relevant internships encouraged to apply.
- Skills and Competencies: Proficient in online sales, telemarketing, and fund sales techniques.
- Responsibilities and Duties: Provide financial advice, engage clients, and promote financial products.
- Working Conditions: Office or remote work with flexible hours; may involve client meetings.
- Qualities and Traits: Excellent communication skills, strong analytical thinking, and customer-oriented approach.
Jade Calabag
OwnerPruLife UK - Team Jed
Active today
Working Location
7th floor, Polaris
Posted on 12 March 2025
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