Financial Advisor | Red Amethyst

PRU LIFE UK Red Amethyst

  • Pasig, Philippines
    20th/f, Pasig, Metro Manila, Philippines
    Metro Manila
  • 20,000.00 - 80,000.00 PHP / monthPHP20,000.0080,000.0020,000.00MONTH
  • Part time
Posted a month ago and deadline of application is on 31 Jul
Recruiter was hiring 3 hours ago

Financial Advisor | Red Amethyst

PRU LIFE UK Red Amethyst

Job Description

  • Assisting the client in setting a medium or long term financial plan by evaluating their current financial situation, lifestyle, investments, retirement or estate planning, educational or illness funding, etc.
  • Carefully explaining risks and advantages to the clients, making sure all their concerns are addressed and executing the plan chosen by the client.
  • Constantly updating 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.

Minimum Qualifications

  • At least College Level;
  • Willing to learn;
  • Willing to make time;
  • Has an entrepreneurial mindset;
  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • With or without a sales background, we will train you for free;
  • No need to report in the office daily. At least once a week only.

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Employee Discounts Employee Discounts
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus

Required Skills

  • Sales and Marketing Knowledge
  • Financial Analysis
  • Interpersonal Skills
  • Problem Solving
  • Critical Thinking
  • Coaching
  • Speaking

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Management and Consultancy
Educational requirement
Completed associate's degree
Recruiter response to application
Office Address
Wynsum Corporate Plaza, Emerald ave.
Financial and Insurance services
10 openings

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About PRU LIFE UK Red Amethyst

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.
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