Financial Advisor
Pru Life UK | Red Radiance Quartz
- Pasig, Philippines20F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱40,000.00 - ₱100,000.00 / monthPHP4000010000040000MONTH
- Part timePART_TIME
Job Description
The candidate is responsible for the following tasks:
- Assist the client in setting medium or long-term financial plans by evaluating current financial situation, lifestyle, investments, retirement or estate planning, educational or illness funding, etc.
- Match of financial goals with the suitable funds allocation and product solutions and presenting clients with the most suitable protection plans and financial options on how to achieve their set goals
- Carefully explaining risks and advantages to the clients, making sure all their concerns are addressed, and executing the plan chosen by the client.
- Constantly update job knowledge by keeping up-to-date with the latest market trends and economic conditions, learning about new financial products and services, participating in financial workshops and events, and maintaining and expanding personal networks
- Continuously market by promoting financial services to potential clients, asking for referrals from current clients, meeting prospects, and providing them with a comprehensive introduction and explanation about the company and the benefits of the services
- Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Collect information from students to determine their eligibility for specific financial aid programs.
- Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
- Contact clients periodically to determine if there have been changes in their financial status.
- Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
- Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
- Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
- Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Meet with clients’ other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients’ financial goals and circumstances.
- Open accounts for clients, and disburse funds from account to creditors as agents for clients.
- Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
- Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Monitor the situation of clients’ financial plans and updating them with the progress, and recommending necessary changes. (if any)
Pru Life UK is a leading life insurance company in the Philippines established in 1996 by Prudential plc, a British financial services giant with a 168-year global legacy. We are committed to providing quality customer service with well-being, security, and development of the Filipinos as our top priorities. As such, the company offers the following:
- Building financial security
- Setting-up medium to long-term financial goals for purposes such as education or retirement funds
- Life insurance plans linked with investment
- Fair and honest dealings with the public
- The range of products aim to deliver what is necessary for each client needs
- Exceptional customer service
- We promote the art of listening to better deliver products and services tailor-suited for each client
We are proud to say that within the company, we work as a family that is united by common principles and the unifying purpose: creating wealth and protecting lives. We develop healthy working relationships and encourage individual growth while maintaining the company’s strong financial position.
Aside from that, we foster cooperation and support towards each other. Thus, you will be part of the family. We facilitate free trainings so you can continuously develop your skills and potentials. Our general assemblies each month are aimed towards giving new insights and learnings to the team with influential and inspirational guest speakers. During this gathering, we also acknowledge top performers and thus, give recognition and prizes.
Educate. Replicate. Lead. Be part of the Philippines’ pioneer financial services company now!
Minimum Qualifications
- Bachelor's degree in Business, Finance, Accounting, Sales or any customer service related field.
- Preferably has sales experience in providing quality financial advice
- Has at least a basic knowledge of mutual fund, securities, and insurance industries
- Proficient in Word, Excel, Outlook, and Powerpoint
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
Perks and Benefits
- Work from Home
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Single Parent Leave
- Special Leave Benefits for Women
- Child Care Benefits
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Medical, Prescription, Dental, or Vision Plans
- Free Lunch or Snacks
- Performance Bonus
- Flexitime
- Recruitment / Signing Bonus
- Stock Options
Required Skills
- Salesforce
- Sales and Marketing Knowledge
- Financial Analysis
- Business Analysis
- Business Development
- Closing Sales
Preferred Courses
- Finance
- Sales
- Business
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 20F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
- Vacancy
- 200 openings
- Website
- https://www.prulifeuk.com.ph