Alexandrite 2 Financial Advisors
Alexandrite 2 Financial Advisors

Financial Consultant / Assistant Unit Manager (Part time or Full time)  

Alexandrite 2 Financial Advisors

 
  • Makati, Philippines
    19F Tower 6789, 6789 Ayala Avenue, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Part timePART_TIME

Expired 5 years ago

2019-05-18T16:16:02.789174+00:00
Job closed.

Job Description

Responsibilities

  • Recommend a financial plan based on the client's need for income protection, critical illness benefit, disability benefit, investment, education funding, retirement planning, estate planning, business succession and taxation
  • Regularly conduct plan/portfolio review with existing clients to ensure policies are up to date
  • Conduct seminars and workshops on savings, investments, insurance, employee benefits program, employee retention program and other appropriate corporate benefits.

Benefits and rewards

  • Flexibility and work-life balance (no office hours required)
  • Fast career advancement
    • From Financial Consultant position to Assistant Unit Manager, Branch Manager / Agency Leader and to District Manager
  • Cultivate your entrepreneurial aspirations
  • Continuous training and development (local and international)
  • Exclusive mentoring from the MDRTs and top managers of Alexandrite 2, the top district of Pru Life U.K.

Minimum Qualifications

  • Bachelor's degree, preferably in marketing, business management, accounting, finance, etc., but open to all courses
  • Self-motivated, independent and have a business-minded personality
  • Exceptional presentation and relationship management skills
  • Willing to be trained in Makati at least two Saturdays a month

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Free Lunch or SnacksFree Lunch or Snacks
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans

Other

  • Fast career growth and development
  • Fun, driven and energetic culture
  • Time freedom and work life balance
  • Monthly team building activities (hiking, movies, spa treats, etc.)
  • Local and international travel incentives
  • Internation trainings and conventions
  • Monthly and quarterly bonuses
  • Survivorship / Income Continuity Benefit

Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Project Management
  • Interpersonal Skills
  • People Management
  • Leadership skills

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
6789 Ayala Avenue
Industry
Financial Services
Vacancy
3 openings
Website
https://www.prulifeuk.com.ph/en/

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About Alexandrite 2 Financial Advisors

Taking in a new challenge in a new organization is not always an easy task. It is about learning new things and acquiring new skills. It is about experiencing new circle, building new relationships and performing in the role. It is hard work! Do you dare to stretch yourself? Join us! Alexandrite 2 is the top district of Pru Life U.K., investing heavily on all its partners' growth and development with the aim of developing professional, well-trained and client-centric financial consultants.

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