Associate Wealth Advisor

Salary :

₱30,000 - 60,000 monthly

Company : PRU Life UK - Alexandrite 2

Job Type : Part-Time

6789 Ayala Ave, Makati

Number of Applicants

:

000+

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Job Description - Associate Wealth Advisor

Job Descriptions

Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients' financial situation by gathering information regarding investment, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
Develops financial strategies by guiding clients to establish financial goals; matching goals to situations with appropriate financial plans.

Minimum Qualifications

Graduate of any Bachelor's Degree
Can commit 2 Saturdays per month for meeting in Makati
Trainable and Teachable
Sales experience is an advantage but not required.

Perks and Benefit

Flexitime
Work from Home
Retirement Benefit Plans
Life Insurance
Medical/ Health Insurance
Free Lunch or Snacks
Performance Bonus

Other

Travel Incentives

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About the Company

PRU Life UK - Alexandrite 2

Established in 1996, PRU Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products and is one of the first life insurance companies approved to market US dollar-denomina...