Protection and Wealth Adviser | Work From Home | Part Time
Pru Life UK - Alexandrite 2
- Makati, Philippines19th, 6789, Ayala Ave, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30.000,00 PHP - 50.000,00 PHP / monthPHP300005000030000MONTH
- Bán thời gianPART_TIME
Miêu Tả Về Công Việc
We are looking to have 20 Protection and Wealth Advisers to join our winning team and be trained by the respectable and top-class District of Pru Life UK in the Philippines.
The selected candidates will have the following responsibilities:
• Talk to clients about financial objectives, risk tolerance, insurance coverages and benefits, investment planning, cash management and be able to recommend appropriate financial planning strategies
• Answer queries about financial plans and programs and give financial advice
• Assess and review the client's current financial situation, inforce insurance policies, if any, and present an appropriate financial plan
• Discuss and explain the different types of financial services available to the client
• Offer solution to financial issues of customers like income protection, critical illness benefits, accident and disability coverages, retirement funding, discipline savings, college education funding, estate planning, wealth management, medium to long term investments among others
• Manage and update client portfolios as necessary
• Regularty contact existing clients for relevant product and market updates and check changes in financial status
• Help spread financial literacy to bring about financial freedom to the nation
Trình độ tối thiểu
* Graduate of any 4-year course
* Resident of Metro Manila or nearby provinces
* Team Player
Đặc quyền và lợi ích
- Work from Home
- Medical / Health Insurance
- Employee Discounts
- Performance Bonus
- Life Insurance
- Flexitime
Khác
- All expense paid international and travel incentives
- Quarterly bonues
- Monthly incentives
Kỹ năng cần thiết
- Presentation Skills
- Action Planning
- Customer Service
- Communication Skills
- Needs Analysis
- Computer Literate / Basic Computer Skills
- Closing Sales
Khóa học ưa thích
- Business Administration [Marketing]
- Entrepreneurship
- Business Management
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- Tower 6789, Ayala Ave 6789, 1227 Makati, Philippines