Financial Planner | InsureHub
InsureHub | PRU Life UK
- Pasig, Philippines20th, Emerald Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱20,000.00 - ₱60,000.00 / monthPHP200006000020000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
- Meet with clients in-person to discuss their financial goals
- Explain the types of financial services we provide to potential clients
- Educate clients and answer questions about investment options and potential risks
- Recommend investments to clients or select investments on their behalf
- Help clients plan for specific circumstances, such as education expenses or retirement
- Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
- Research investment opportunities
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Minimum Qualifications
- At least High School Graduate;
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Willing to learn and make time;
- With sales background is an advantage but not required;
Perks and Benefits
- Flexitime
- Work from Home
- Performance Bonus
Required Skills
- Salesforce
- Sales and Marketing Knowledge
- Closing Sales
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Graduated from high school
- Recruiter response to application
- Sometimes
- Office Address
- Emerald Ave, Ortigas Center, Pasig, Metro Manila, Philippines
- Vacancy
- 100 openings
About InsureHub | PRU Life UK
A team headed by an experienced Financial Advisor whose passion is to help others succeed. in this team, we treat everyone like family, no one is left behind. All walks of life are welcome to join this team.
If you are goal-oriented, passionate, eager to learn and have a dream to succeed in life, contact us and we are more than willing to help.