Financial Advisor

Pru Life UK - Team Ace

₱50-100K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

financial advisor

Description

  • Responsible conducting cold call to prospect clients
  • Initiate in setting client meeting for financial planning
  • Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information needed to develop a sound insurance plan to address their financial needs
  • Present products and services of the Prulife UK to prospective Clients
  • Conduct financial review to existing client

Requirements

  • Candidate must posses with Bachelor's/Degree or Fresh Graduates are welcome to apply.
  • Preferably with a laptop and a smartphone
  • With or without sales experience
  • Willing to undergo training and coaching
  • Team player with the ability to work productively within a group and maintain a high degree of independence
  • Excellent interpersonal skills with the ability to build a partnership with clients
  • Good verbal and written communication skills.
Preview

Isiah Lazan

Unit ManagerPru Life UK - Team Ace

Posted on 27 January 2025

Peringatan Keselamatan Bossjob

Jika jawatan memerlukan anda bekerja di luar negara, sila berhati-hati dan berhati-hati dengan penipuan.

Jika anda menemui majikan yang mempunyai tindakan berikut semasa pencarian kerja anda, sila laporkan segera

  • menahan ID anda,
  • menghendaki anda memberikan jaminan atau mengumpulkan sesuatu,
  • memaksa anda untuk melabur atau mengumpul dana,
  • mengumpul faedah haram,
  • atau situasi haram yang lain.