Financial Consultant

Salary :

₱20,000 - 60,000 monthly

Company : PRU Life UK - Alexandrite 2

Job Type : Part-Time

6789 Ayala Ave, Makati

Number of Applicants

:

000+

This job is no longer accepting applications.

Scroll down below to view similar jobs .

Job Description - Financial Consultant

Job Description:

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 investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

Minimum Qualifications:

Graduate of any Bachelor's Degree
Can commit 2 Saturdays per month for meetings in Makati (via Zoom for now)
Trainable and teachable
Sales experience is an advantage but not required

Perks & Benefits:

Flexitime
Work from Home
Retirement Benefit Plans
Life Insurance Medical / Health Insurance
Performance Bonus
Travel Incentives

Original job Financial Consultant posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

This job is no longer accepting applications.

Scroll down below to view similar jobs .

No CV Required

Fast Interview via Chat

Share this job with your friends

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...