Financial Consultant / Assistant Unit Manager (Part time or Full time)
Alexandrite 2 Financial Advisors
- Makati, Philippines19F Tower 6789, 6789 Ayala Avenue, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
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 Home
- Retirement Benefit Plans
- Free Lunch or Snacks
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
- Medical, 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
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.