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.
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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.
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
Technical Support and Problem-Solving
- 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
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
Immigration Consultant
Immigration Consultant
- Advise clients on immigration processes and eligibility requirements.
- Stay updated on immigration laws and policies.
- Provide tailored solutions for clients' immigration needs.
- Conduct consultations and follow up on case progress.
Dizon Immigration Services specializes in consultancy and management services, dedicated to helping individuals navigate the complexities of immigration. Our expert team offers personalized support and in-depth knowledge to ensure a smooth transition for our clients.
Sales Consultant
- Responsible for advising and assisting our clients with the correct immigration solutions for their needs.
- Develop and maintain relationships with clients to understand their needs and offer tailored solutions.
- Collaborate with team members to create engaging presentations and proposals.
- Achieve sales targets and contribute to company growth.
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.
Sales Consultant
As a Sales Consultant, you will be responsible for driving sales and fostering strong relationships with clients to understand their needs and provide tailored solutions. Your role involves engaging with potential and existing customers, presenting products or services, and ultimately contributing to the growth and success of the organization.
The key responsibilities will be :
- Interacting with customers to understand their needs and preferences, and providing personalized assistance throughout the buying process.
- Keeping a comprehensive knowledge of various vehicle models, features, financing options, and industry trends to effectively guide and advise customers.
- Conducting test drives and demonstrating vehicle features, helping customers experience the benefits firsthand.
- Presenting sales proposals and negotiating terms to close deals, including trade-in evaluations and financing arrangements.
- Seeking out and engaging potential customers through networking, referrals, and follow-up outreach.
- Developing and maintaining relationships with customers to promote repeat business and referrals.
- Staying updated on market trends, competitor offerings, and pricing strategies to stay competitive.
- Documenting sales activities, tracking customer interactions, and providing regular updates to management on performance metrics.
- Working closely with the marketing department to ensure a smooth customer experience and effectively address their service needs.
Functional Consultant
The Functional Consultant- Support will be responsible for handling customer requirements, issues or queries in Oracle NetSuite. Working closely with different team s for handling day to day tasks.
Sales Consultant
- Engage customers to assess their automotive needs and provide tailored solutions.
- Promote Hyundai vehicles, emphasizing features and benefits to boost sales.
- Maintain a deep knowledge of Hyundai products and the automotive market.
- Develop long-term relationships with clients, ensuring high customer satisfaction.
- Collaborate with dealership teams to achieve sales targets and enhance customer experience.
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Operations Associate
We're looking for someone energetic and excited to work and learn in our team!
As a Operations Associate, you will:
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- Prepare reports covering clients' backgrounds and highlighting crucial details that can make or break an application. These reports will be openly discussed with upper management.
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Online English Teacher
TALKENGLISH.VN offers 1-on-1 online English courses that connect more than 8,000 students and experienced, well-trained foreign teachers. You can study anytime, anywhere, choose flexible study hours 6h-23h and design personalized learning programs. Talk English wants to build the leading online English school in Vietnam, helping people to increase their listening reflexes, improve their proficiency and use English fluently as a native language.
- Teaching location: via Skype.
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- Classes: 1 to 1.
- Time to start: As soon as possible
Benefits:
- Flexible schedules and working locations.
- Salary: Negotiable.
- Competitive rate.
- Provided training
- Long term contract.
How to apply
Interested applicants please send us your CV including a recent photo, a cover letter, a copy of your passport and copies of your certificates
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Main responsibilities are:
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