Financial Consultant
- Provide expert financial advice on insurance and superannuation products.
- Analyze clients' financial situations and develop personalized strategies.
- Conduct regular reviews and adjust plans as needed.
- Build and maintain strong client relationships.
- Stay updated on industry trends and regulations.
- Collaborate with Team Niko at Prulife UK to achieve collective goals.
Financial Consultant
Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial consultant.
Be part of our newest program - Fast track to Entrepreneurship!
A financial consultant plays a pivotal role in guiding individuals and businesses toward their financial aspirations. With their expertise and tailored strategies, they can help clients navigate the complexities of finance, ensuring better control over their financial futures. When choosing a financial consultant, it’s essential to consider qualifications, expertise, and personal rapport to ensure a productive and trustworthy relationship. In an ever-evolving financial world, enlisting the help of a knowledgeable advisor can be one of the wisest financial decisions you make.
Financial Consultant
As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.
- Client Relationship Management:
- Build and maintain relationships with individual and corporate clients.
- Conduct financial needs analysis to understand clients’ goals and risk tolerance.
- Provide ongoing support and updates to clients as their financial situations evolve.
- Financial Planning and Advisory:
- Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
- Offer advice on risk management and wealth-building strategies.
- Educate clients about market trends, product offerings, and financial best practices.
- Sales and Business Development:
- Proactively identify new clients through networking, referrals, and lead generation.
- Present and promote financial products that align with clients' needs.
- Meet or exceed sales targets and contribute to the team’s overall performance.
- Training and Development:
- Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
- Obtain necessary certifications and licenses to practice as a financial advisor.
Financial Consultant
-Explains the type of financial services to the clients.
-Assess the client's financial situation to present a financial plan
-Develops financial strategy by guiding the client to establish and achieve financial goal.
-Monitor client's financial situation.
Part-Time Financial Consultant of Pru Life UK
PRU LIFE UK - TEAM KEZIA is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.
We are looking for a motivated and client-focused Financial Advisor to join our team at PRU LIFE UK - TEAM KEZIA In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.
Client Consultation:
- Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.
Financial Planning:
- Create detailed financial plans and strategies that address clients’ needs, including life insurance, retirement planning, and investment strategies.
Insurance Solutions:
- Recommend and explain insurance products and services that are best suited to meet clients’ financial goals and risk profiles.
Portfolio Management:
- Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.
Compliance:
- Ensure all financial advice and transactions comply with industry regulations and company policies.
Client Relationship Management:
- Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.
Market Awareness:
- Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients
What We Offer:
- Php 20K-40K weekly income
- Local and international travel opportunities
- Free HMO
- Agent Savings Plan
Financial Consultant
- Provide personalized financial advice to clients regarding insurance and superannuation products.
- Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection.
- Educate clients about insurance policies, investment options, and retirement planning.
- Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry.
- Stay updated on industry regulations and market trends to ensure compliance and competitiveness.
Financial Consultant
- Explains the type of financial services to the clients
- Assesses the client's financial situation to present a financial plan
- Develops financial strategies by guiding the client to establish and achieve financial goals
- Monitors client's financial situation
- Provides quality after-service to the clients
- Maintains good relationship with the clients
Perks:
- Weekly Earnings
- Work From Home Set Up
- Free Local and International Travel Incentives
- No Time-in and Time-out
- Work Anytime, Anywhere
- HMO Benefit
- Group Life Insurance Benefit
- Free Trainings
- No Working Experience Needed
- Fresh graduates are welcome
Benefits:
- Flexible schedule
- Flextime
- Health insurance
- Life insurance
- Opportunities for promotion
- Work from home
Supplemental Pay:
- Commission pay
- Performance bonus
- Monthly Bonus
- Quarterly bonus
Finance Consultant
Position Overview:
We are looking for driven and client-focused Financial Advisors to join our team. In this role, you will work directly with clients to provide expert financial advice and personalized life insurance solutions. You will have the opportunity to build relationships, develop financial plans, and offer a range of insurance products that help clients achieve their financial goals and protect their future.
What We Offer:
Competitive Compensation: Earn Php20K-30K monthly income, with performance-based bonuses and incentives.
Career Growth: Opportunities for promotion to leadership roles, such as Sales Manager, with added income potential (extra Php20K to Php100K).
Travel Incentives: Local and international travel opportunities for top performers.
Comprehensive Benefits: Free HMO coverage and Agent Savings Plan for financial security.
Flexible Work Arrangements: Open to both part-time and full-time roles, providing flexibility for individuals at different stages of their careers.
Finance Consultant
- Provide financial analysis and strategic recommendations.
- Assist clients with budgeting, forecasting, and financial planning.
- Evaluate and optimize financial processes and performance.
- Develop and implement financial models and tools.
- Advise on compliance and regulatory issues.
- Conduct thorough market research and competitor analysis.
- Collaborate with cross-functional teams to drive business objectives.
Financial Consultant
This is a part-time remote role for a Financial Advisor at Pru Life UK - PH. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.
The role involves helping clients make informed decisions about their finances and achieve their financial goals.
Financial Consultant
- Recommend solutions to clients in order to achieve their financial objectives
- Guide existing clients in making wise financial decisions across different life stages
- Prepare financial plans and check their accuracy
- Manage, Develop, and train a group of financial consultant
- Willing to attend online meetings and trainings
- Full-time or Part time
- Flexible work schedule
- Work from home
- 20k - 50k / monthly possible earnings
- Free Local & International travels
Audit Staff
Conduct thorough financial audits to ensure accuracy and regulatory compliance.Analyse financial data and controls, report findings, and suggest improvements.
Support senior auditors and management with audit planning, fieldwork, and reporting.Collaborate with BMI Finance Corporation teams to understand business processes and identify risk areas.Stay updated with industry trends, risks, and compliance standards.
Finance Manager
The Director for International Affairs and Strategic Partnership is in-charge of establishing, coordinating, and managing linkages, and partnerships locally and internationally in collaboration with the offices of the Academics, Research, Extension Services and Community Relations, Student Affairs, and Auxiliary Services of the campus. The linkages promote institutional collaboration and consortium with local and foreign universities, industries, organizations, and government agencies.
The specific Duties and Responsibilities are as follows:
- Identifies, communicates, facilitates and maintains strategic partnerships or linkages with local and foreign higher education institutions (HEI), medium to multi-national corporations, government agencies, and associations for prospective programs and projects.
- Facilitates the proposals and memorandum of agreement for joint institutional programs and projects with local and international partners, and safely keeps all signed pertinent documents.
- Facilitates international tours and travels of personnel and students for academic benchmarking, socio-cultural exchanges, and others in coordination with the Academics Department.
- Facilitates international student recruitment including admission, orientation, and enrolment of international students in coordination with concerned departments of the College.
- Monitors and do liaison work for students undergoing international on-the-job training to ensure their safety in collaboration with the respective deans.
- Monitors, and evaluates alumni-relations activities, programs, and services designed to foster and strengthen the relationship between the College and its Alumni.
- Identifies, builds, nurtures and maintains relationships with strategic partners to provide interactive on-the-job training and other career-readiness opportunities for students to build their skills, explore career opportunities, and strengthen their professional networks.
- Identifies, builds, nurtures, and maintains relationships with strategic partners to provide alumni discounts and other benefits in support of the alumni privilege card.
- Complies with the Quality Management System to which the College subscribes to.
Finance Supervisor
- Secures financial operations by monitoring and approving financial processing, reporting, and auditing.
- Supervises staff accountants and clerical staff to assure that the department accomplishes accounting objectives by selecting, onboarding, assigning, managing, and mentoring employees.
- Develops and maintains sales and margin reporting.
- Meets accounting operational standards by contributing financial information to strategic plans and reviews, resolving problems, and identifying system improvements.
- Meets accounting financial standards by providing accounting department annual budget information, monitoring expenditures, identifying variances, and implementing corrective actions.
- Maintains cash flow by monitoring bank balances and cash requirements, and resource planning.
- Approves cash disbursements by verifying check amounts against invoices, and authorizing checks and wire transfers.
- Approves ledger entries by auditing transactions.
- Renews business insurance by scheduling values, including personnel and real property, vehicles, computers, equipment, media, and accounts receivable.
- Supports annual audit by providing information and answers to auditors.
- Reports 401(k) savings by distributing and explaining quarterly election forms.
- Verifies employee benefit invoices by verifying coverage and costs.
- Protects organization’s value by keeping information confidential.
- Maintains financial security by adhering to internal controls.
- Updates job knowledge by participating in educational opportunities, reading professional publications, and participating in professional organizations.
- Provides financial information to management by researching and analyzing accounting data and preparing reports.
- Prepares asset, liability, and capital account entries by compiling and analyzing account information.
- Documents financial transactions by entering account information.
- Recommends financial actions by analyzing accounting options.
- Summarizes current financial status by collecting information, preparing balance sheets, profit-and-loss statements, and other reports.
- Substantiates financial transactions by auditing documents.
- Maintains accounting controls by preparing and recommending policies and procedures.
- Reconciles financial discrepancies by collecting and analyzing account information.
- Secures financial information by completing database backups and following internal controls.
- Prepares payments by verifying documentation and requesting disbursements.
- Answers accounting procedure questions by researching and interpreting accounting policy and regulations.
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed action.
Immigration Consultant
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