Financial Advisor
Pru Life UK | Crystal Quartz
- Mandaluyong, Philippines31/F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Mandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippines
- PHP 30.000,00 - PHP 50.000,00 / bulanPHP300005000030000MONTH
- Pekerja lepas / FreelanceCONTRACTOR
Berakhir 5 years ago
2018-10-30T16:00:00+00:00Ditutup.
Deskripsi Pekerjaan
- 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.
- Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
- Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
- 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.
- Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
- 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.
Kualifikasi Minimum
- Bachelor's degree in business, finance or related field
- 1-2 years of sales experience
- Knowledge of mutual fund, securities, and insurance industries
- Proficient in Word, Excel, Outlook, and PowerPoint
- Comfortable using a computer for various tasks
- Experience providing quality financial advice
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
Fasilitas dan Tunjangan
Flexitime
Paid Holidays
Paid Vacation Leave
Paid Sick Leave
Paid Bereavement/Family Leave
Maternity & Paternity Leave
Single Parent Leave
Special Leave Benefits for Women
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Free Lunch or Snacks
Performance Bonus
Keahlian yang diperlukan
- Presentation Skills
- Analyzing Data
- Communication Skills
- Accounting
- Computer Literate / Basic Computer Skills
- Closing Sales
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Accounting and Finance
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Alamat Kantor
- 31/F, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Mandaluyong, Metro Manila, Philippines
- Lowongan
- 20 lowongan dibuka
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 | Crystal Quartz
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).
We at Pru Life UK, Crystal Quartz, take the risk out of people’s lives.
We are the trusted leader that listens and responds to the financial needs of the Filipino people.
We are committed to deal honestly and fairly with our public; exceeding customer expectations in services and products, caring for the well-being and development of our people, and contributing to the development of the Filipino community.
We are here to support and develop Leaders and Financial Advisors who will help to provide financial security and prosperity to every Filipinos through proper financial management and planning.