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.
-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.
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
Financial Advisor - WFH
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 Wealth Planner
We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.
- Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
- Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
- Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
- Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
- Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
- Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.
Financial Advisor
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Financial Advisor
REMOTE WORK OPPORTUNITIES
OPEN TO APPLICANTS RESIDING AT NCR AND NEARBY PROVINCES
Be part of a dynamic & successful sales team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales and natural at meeting and exceeding quotas. PRU LIFE U.K. wants you.
- WORK-LIFE BALANCE with flexible working hours
- Attain high income potential and earn up to five years of passive commissions
- Faster Career Promotion based on performance
- Fun and inclusive workplace with diverse professionals from all fields
- 3 hours a day as part-timer / 6 hours a day as full-timer
- Hybrid set-up offering your flexibility and freedom
- Qualify for International Travel Incentives (Dubai, Alaska, Japan etc.)
- Global Exposure
- Awards and Recognitions
- Continuous personal and professional growth
- A coaching and mentoring environment to maximize your capabilities
- Retirement / Provident Fund, Group Life Insurance, and HMO
Jumpstart your career by engaging in the business of helping people
Financial Advisor
- Our company Black Orcas, is looking for fresh graduates who'd like to explore the career of being a financial advisor.
- Be part of our newest program - Fast track to Entrepreneurship!
- Understanding the financial situation, goals, values, and risk tolerance of clients is fundamental. Advisors often conduct in-depth interviews and assessments to gather relevant information.
- Advisors develop comprehensive financial plans tailored to individual or organizational needs. This may include budgeting, saving, investment planning, tax strategies, estate planning, and retirement funding.
- Financial advisors provide information and resources to educate clients about various financial topics, helping them make informed decisions.
Financial Advisor
Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?
Curious to be one? Good news! Our brand is expanding!
Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?
Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.
We take the risk out of people’s lives.
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
We are the People that DO.
Listening
Understanding
Delivering
Financial Advisor
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Financial Advisor
Are you passionate about finance and helping others achieve their financial goals? We’re looking for driven and motivated individuals to join our team as Financial Advisors. No previous experience is required—just a strong desire to learn and grow in the financial industry!
Key Responsibilities:
- Provide clients with financial advice and help them plan for their future financial needs (retirement, education, investments, etc.).
- Build and maintain relationships with new and existing clients.
- Analyze clients' financial situations and recommend suitable products and services.
- Assist clients in understanding their financial options and guide them through the decision-making process.
- Stay up to date on financial markets, products, and services.
- Meet with clients to assess and review their financial goals and progress.
- Work with internal teams to provide tailored financial solutions.
Financial Advisor
- Conduct in-depth reviews of clients' financial circumstances and future goals.
- Advise on insurance coverage, investment planning, cash management, and other areas to help clients reach financial objectives.
- Build and maintain client relationships to foster trust and retention.
- Stay current with financial products, market trends, and compliance within the insurance and superannuation industry.
- Represent PhilLife Financial - Legazpi Branch with integrity and professionalism.
Financial Advisor
We are seeking a skilled and dedicated Financial Advisor to join our team. The ideal candidate will be responsible for providing financial guidance to clients by understanding their goals, analyzing their financial status, and offering expert advice on investments, retirement planning, tax strategies, and risk management. As a Financial Advisor, you will build and manage client relationships, develop personalized financial plans, and help clients achieve financial security and success.
Financial Advisor
Did you know that being a Financial Advisor is at the number 1 spot for the 10 Best-Paying Jobs for Millennials?
Curious to be one? Good news! Our brand is expanding!
Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team?
Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.
We take the risk out of people’s lives.
We are the trusted leaders who listen and respond to the financial needs of the Filipino people.
We are the People that DO.
- Listening
- Understanding
- Delivering
Financial Advisor
Pru Life UK is one of the leading insurers in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos. With over 26 years of operations, Pru Life UK has the largest agency force of more than 39,000 licensed financial advisers and is an innovative force in the life insurance industry.
This is a WFH part-time role for FINANCIAL ADVISOR at Pru Life UK - Imperium Blaze Branch. You will play a crucial role in providing exceptional financial advisory services to our clients, helping them achieve their financial goals and secure their financial future. This is an opportunity to work with a reputable financial services firm and make a positive impact on people's lives.
WHAT WE OFFER:
20k - 50k Weekly Income
Local & International Travel Incentives
Monthly and Quarterly Performance Bonus
HMO for you and your qualified dependents
Rewards and recognition
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