Financial Solutions Planner
Pru Life UK | Carnelian
- Pasig, Philippines20th Floor, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- ₱20,000.00 - ₱50,000.00 / monthPHP200005000020000MONTH
- FreelanceCONTRACTOR
Expired 4 years ago
2020-04-14T16:16:10.533044+00:00Job closed.
Job Description
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Bachelor's degree in any relevant courses
- Sales and marketing experience is a plus
Perks and Benefits
Retirement Benefit Plans
Paid Holidays
Medical / Health Insurance
Paid Sick Leave
Flexitime
Life Insurance
Paid Vacation Leave
Required Skills
- Brentmark Estate Planning Tools
- Action Planning
- Analyzing Data
- Financial Analysis
- Attention to Detail
- Budgeting
- Computer Literate / Basic Computer Skills
Preferred Courses
- Accountancy Management
- Financial Management
- Business Administration [Marketing & Advertising Management]
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 20th Floor, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
- Vacancy
- 50 openings
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About Pru Life UK | Carnelian
Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country. Pru Life UK is a life insurance company and is not engaged in the business of selling pre-need plans.
Headquartered in the United Kingdom, Prudential plc has an extensive network of life insurance and mutual funds operations around the world covering Europe, the United States (US), Africa, and 14 markets in Asia. Its regional office, Prudential Corporation Asia, is based in Hong Kong. Prudential plc has around 26 million insurance customers worldwide and manages £669 billion in assets as of 31 December 2017.
Pru Life UK and Prudential plc are not affiliated with Prudential Financial, Inc. (a US-registered company), Philippine Prudential Life Insurance Company, Prudentialife Plans, Inc. or Prudential Guarantee and Assurance, Inc. (all Philippine-registered companies).