Financial Advisor (FA) | Part-time & Millennial Friendly | Team Mandarin Garnet

Pru Life UK | Mandarin Garnet | Team Roel

  • Pasig, Philippines
    20F, MGQ Branch, 20F Wynsum Corporate Plaza, F. Ortigas Jr. Road (formerly Emerald Ave), Ortigas Center, Pasig City, Metro Manila, Philippines, Pasig, Metro Manila, Philippines
    Metro Manila
  • 20,000.00 - 100,000.00 PHP / monthPHP20,000.00100,000.0020,000.00MONTH
  • Part time
Posted a month ago and deadline of application is on 30 Dec
Recruiter was hiring an hour ago

Financial Advisor (FA) | Part-time & Millennial Friendly | Team Mandarin Garnet

Pru Life UK | Mandarin Garnet | Team Roel

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

Minimum Qualifications

  • Strong analytical and planning skills;
  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • With Entrepreneurial Skills
  • Trainable & coachable

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
  • Performance Bonus Performance Bonus

Required Skills

  • Creative Thinking
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Financial Reporting
  • Critical Thinking
  • Leadership skills
  • Budgeting

Preferred Courses

  • Sales & Marketing Business Management Human resources Entrepreneurship

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
MGQ Branch, 20F Wynsum Corporate Plaza, F. Ortigas Jr. Road (formerly Emerald Ave), Ortigas Center, Pasig City, Metro Manila, Philippines
40 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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