Financial Consultant | Ortigas

Pru Life UK

  • Pasig, Philippines
    2F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
    Metro Manila
  • Full time
Recruiter was hiring 3 hours ago

Job Description

  • Responsible conducting cold call to prospect clients
  • Initiate in setting client meeting for financial planning.
  • Identify the financial status of the client by determining the investment risk profile, income, expenses, savings, and other information needed to develop a sound insurance plan to address their financial needs
  • Present products and services of the PruLife UK to prospective clients.
  • Conduct financial review to exisitng client

What's in it for you?

  • Flexitime
  • Work from Home
  • Commissions
  • Quarterly Performance Bonus
  • Cash Incentives
  • Life Insurance
  • Report only 2 or 4 times a month in the office
  • Learning opportunities and In-house training
  • Part timer can earn as much as 15K and up per month depending on your production

Minimum Qualifications

  • Candidate must possess at least a Bachelor’s/College Degree in any field.
  • Preferably with a laptop and a smartphone
  • With or without sales experience
  • Willing to undergo training and coaching
  • Knowledgeable in using MS Windows applications (Excel, Word and Powerpoint)
  • Team player with the ability to work productively within a group and maintain a high degree of independence
  • Excellent interpersonal skills with the ability to build a partnership with clients.
  • Good verbal and written communication skills
  • Part-time and full-time position(s) available.

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Life Insurance Life Insurance
  • Performance Bonus Performance Bonus

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
2F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
20 openings

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About Pru Life UK

Our success is anchored on our guiding principles of always listening and always understanding. We take the risk out of peoples lives. We are the trusted leaders who listen and respond to the financial needs of the filipino people. We our committed to: •dealing honestly and fairly with our public; •exceeding customer expectation and services and products; •caring for the well-being and development of our people; •giving up fair return to our stakeholders; and •contributing to the development of the filipino community Our guiding principles •we maintain and develop the company's reputation for integrity, fair dealing and security. •we work as a team, as a family, unified in purpose, treating each other with respect and care in an atmosphere of mutual trust and in a happy working environment. •we promote the art of listening as it is only in listening to the needs of our customers that we can know and understand their specific needs. •we communicate openly and constantly with our customers and our own people. •we develop ourselves continually to our fullest potential to keep improving the quality of everything we do. •we maintain a strong financial position to meet our promise of financial stability to all our customers. •we are accurate and timely. •we have a strong sense of responsibility and will work toward the achievement of the philippines economic growth. •pruFIRST
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