Financial Advisor

₱50-100K[Monthly]
RemoteFull-timeNo Exp RequiredBachelor
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Remote Details

Open Country：Philippines

Language Requirements：English

Job Description

financial advisor

Description

  • Responsible conducting cold call to prospect clients
  • Initiate in setting client meeting for financial planning
  • Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information needed to develop a sound insurance plan to address their financial needs
  • Present products and services of the Prulife UK to prospective Clients
  • Conduct financial review to existing client

Requirement

  • 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.

Isiah Lazan

Unit ManagerPru Life UK - Team Ace

Active this week

Posted on 25 September 2024

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