Financial | Sales Manager

Pru Life UK | Mandarin Garnet | Team Roel

  • Pasig, Philippines
    20th, MGQ Branch, Wynsum Corporate Plaza, F. Ortigas Jr. (formerly Emerald Avenue), Pasig, NCR, Philippines, Pasig, NCR, Philippines
  • 40,000.00 - 300,000.00 PHP / monthPHP40,000.00300,000.0040,000.00MONTH
  • Full time
Posted a month ago and deadline of application is on 29 Aug
Recruiter was hiring 12 minutes ago

Job Description

The candidate is responsible for the following tasks:

  • Assisting 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.
  • Matching 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
  • Monitoring the situation of clients’ financial plans and updating them with the progress, and recommending necessary changes (if any)
  • 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
  • Continuous marketing 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
  • Managing of the team, motivating and guiding the members on the different strategies and techniques, providing them with learning opportunities such as workshops and events, helping them widen their networks and connections
  • Recruiting agents that have the potential to contribute to the growth and performance of the team as a whole

Minimum Qualifications

  • Relevant Bachelor's Degree
  • Preferably with experience in a supervisory/management role
  • Exposure to sales and marketing considered an advantage
  • Strong entrepreneurial, analytical and planning skills
  • Good communication and presentation skills
  • Excellent problem-solving skills

Perks and Benefits

  • Flexitime Flexitime
  • Paid Holidays Paid Holidays
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

FREE International Travel

Required Skills

  • Financial Analysis
  • Time Management
  • Critical Thinking
  • Leadership skills
  • Communication Skills
  • Collaboration
  • Public Relations (PR)

Preferred Courses

  • Accountancy
  • Sales/Marketing
  • Behavioral Sciences [Organizational & Social Systems Development] and BS Business Management

Jobs Summary

Job level
Mid-Senior Level / Manager
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
MGQ Branch, Wynsum Corporate Plaza, F. Ortigas Jr. (formerly Emerald Avenue), Pasig, NCR, Philippines
20 openings

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About Pru Life UK | Mandarin Garnet | Team Roel

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 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 o Setting-up medium to long-term financial goals for purposes such as education or retirement funds • Life insurance plans linked with investmen • Fair and honest dealings with the public o The range of products aim to deliver what is necessary for each client needs • Exceptional customer service o 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. The Mandarin Garnet Quartz branch of Pru Life UK is strategically located at the business hub of Ortigas Center in Wynsum Corporate Plaza. We take pride in our performance as a branch, and this is thanks to our team of multi-talented and driven agency force. You can discover and foster your potentials with our team, and there’s no cap to how much you can earn in a month. We train you, you perform well, you earn continuously! 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!
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