Assistant Unit Manager - Financial Consultant
PRU Life UK | Team Alpha
- Quezon City, Philippines509, 61 Timog Avenue , Quezon City, Metro Manila, PhilippinesQuezon CityMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- PHP 30.000,00 - PHP 100.000,00 / bulanPHP3000010000030000MONTH
- Paruh waktuPART_TIME
Berakhir 4 years ago
2020-03-06T16:00:00+00:00Ditutup.
Deskripsi Pekerjaan
Financial Planners utilize their knowledge in financial services to evaluate and recommend plans to clients or businesses based on their needs. This job involves communicating with clients to assess their current situation, researching products to match the customer’s needs, processing paperwork, and ensuring existing customer information is up to date.
DUTIES AND RESPONSIBILITIES:
- Assess Customer Needs
- Financial Planners routinely speak to clients to assess their needs and offer financial services. This helps advisors customize plans to suit a client’s requirements.
- Process Paperwork
- Once a deal is closed, Financial Planners process the paperwork on their behalf enroll the customer onto the plan, and send out any contracts.
- Utilize Marketing to Generate More Business
- Financial Planners benefit from referrals, newsletters, phone calls, and other forms of marketing that help generate more customers and increase conversion opportunities.
- Service Existing Customers
- Financial Planners contact existing clients to check if their information is up to date and if they need client servicing.
Kualifikasi Minimum
Full-time & Part-time positions available.
Qualifications:
- Fresh Graduates are encouraged to apply.
- Bachelor's/College Degree Holder (any course).
- Willing to attend training/meetings five times a month in our office in Timog Avenue, Quezon City.
- Team player, highly trainable and with a positive attitude towards work, people and life.
- Confident and with pleasing personality
- Aggressive and results-oriented.
- Interested to travel around the world for FREE.
What's in it for you:
- Attractive Remuneration Rates
- Quarterly Bonuses
- Cash & Non-cash Incentives
- Group Insurance, HMO, Savings Fund
- Flexible Working Hours, Work-life Balance
- Spend more quality time with your family
- Regular FREE Training for your continuous growth
- Travel Luxuriously for FREE (Local & International)
- Performance-based Promotion
- Have a Mission Oriented Career - A business that save lives.
Fasilitas dan Tunjangan
Flexitime
Work from Home
Performance Bonus
Keahlian yang diperlukan
- Sales and Marketing Knowledge
- Financial Analysis
- Interpersonal Skills
- Financial Statement Analysis
- Social Media Management
- Content Marketing
- Closing Sales
Ringkasan Perkerjaan
- Tingkat Posisi
- Lulusan Baru / Junior
- Spesialisasi
- Accounting and Finance
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Often
- Alamat Kantor
- 61 Timog Avenue, Diliman, Quezon City, Metro Manila, Philippines
Agar merasa aman saat melamar: carilah ikon verifikasi dan selalu lakukan riset terhadap Perusahaan yang Anda lamar. Hindari dan laporkan situasi dimana Perusahaan membutuhkan bayaran dalam proses rekrutmen mereka.
Tentang PRU Life UK | Team Alpha
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.
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 over 26 million customers worldwide and manages £657 billion of assets as of 31 December 2018.