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.
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
Sr. Functional Consultant
Implementation and Configuration
- Lead the implementation of Dynamics 365 Business Central and Retail solutions throughout the full project lifecycle
Retail Domain Expertise
- Apply in-depth knowledge of retail industry processes, including POS operations, inventory management, and supply chain optimization
- Address retail-specific business challenges and identify opportunities for process improvement using Business Central and Retail functionalities
- Customize and extend Retail features to meet unique retail client needs.
Client Interaction and Training
- Conduct user acceptance testing (UAT) sessions and provide comprehensive training to retail clients
- Deliver effective consultancy throughout the project lifecycle, offering expert advice on retail best practices.
- Undertake presentations and demonstrations to prospective retail clients, showcasing the capabilities of Business Central and Retail
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- Provide technical support to retail customers, resolving issues related to Business Central and Retail
- Demonstrate strong problem-solving skills and a proactive approach to addressing retail-specific challenges
- Collaborate with cross-functional teams to align technology solutions with business needs
Pre-Sales and Product Knowledge
- Support the sales team by providing technical expertise during pre-sales activities
- Stay updated on the latest features and developments in Dynamics 365 Business Central and Retail.
- Contribute to the product/solution vision and roadmap, particularly for retail-focused enhancements
Documentation and Reporting
- Develop comprehensive documentation for implemented solutions and customizations
- Create and deliver key, informative reports to stakeholders on project progress and system performance.
- Configure Business Central and Retail modules to meet specific customer requirements in the retail sector.
- Gather and analyze business requirements from retail clients to ensure optimal system setup.
- Prepare and import data into Business Central, ensuring data integrity and accuracy
Schedule:
- Day shift
- Monday to Friday
Job Type: Full-time
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
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
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
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 CONSULTANT 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
Financial Consultant
- WFH set-up
- Monthly performance bonus
- HMO, group life insurance, saving fund
- All-expense paid travel incentive
Financial Consultant
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.
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