Financial Advisor

₱30-60K[Monthly]
On-site - PasigFull-timeFresh Graduate/StudentBachelor
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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

Requirement

  • 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.

Justerini Boris Baltazar93% response rate

ManagerPru Life Insurance Corporation of U.K - Black Orcas

Active today

Working Location

Unit 805, One Corporate Centre, Julia Vargas Avenue, Meralco Ave, Ortigas Center, Pasig, Metro Manila, Philippines

Posted on 27 September 2024

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Pru Life Insurance Corporation of U.K - Black Orcas

Unfinanced / Angel

>1000 Employees

Insurance & Superannuation

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