Financial Planner | InsureHub

InsureHub | PRU Life UK

  • Pasig, Philippines
    20th, Emerald Avenue , Pasig, Metro Manila, Philippines
    Metro Manila
  • 20,000.00 - 60,000.00 PHP / monthPHP20,000.0060,000.0020,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 30 Dec
Recruiter was hiring 3 hours ago

Financial Planner | InsureHub

InsureHub | PRU Life UK

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 Flexitime
  • Work from Home Work from Home
  • Performance Bonus 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
Office Address
Emerald Ave, Ortigas Center, Pasig, Metro Manila, Philippines
Financial and Insurance Services
30 openings

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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.