Financial Consultant
Job Description
Description
- Analyze clients' financial statuses (e.g., income, expenses and liabilities).
- Examine and suggest financial opportunities (e.g., insurance plans, investments).
- Develop sound plans and budgets for clients.
- Customize financial plans according to clients’ changing needs.
- Help clients implement their plans and carry out transactions.
- Promote financial products and services.
- Assist clients in the event of a claim.
- Maintain updated knowledge of regulations, practices and financial products.
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.
Justerini Boris Baltazar
Pru Life Insurance Corporation of U.K - Black OrcasManager
Active today
Working Location
Unit 805, One Corporate Centre, Julia Vargas Avenue, Meralco Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Posted on 15 October 2024
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