Financial Consultant

PruLife UK - Team Jed

＄867-1.7K[Monthly]

Hybrid - MakatiFresh Graduate/StudentBachelorFull-time

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

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.

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.

Online SalesTelemarketingFund Sales