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 PHP - 50.000,00 PHP / monthPHP200005000020000MONTH
- Công việc tự doCONTRACTOR
Đã hết hạn 4 years ago
2020-04-14T16:16:10.533044+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
- 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.
Trình độ tối thiểu
- 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
Đặc quyền và lợi ích
Retirement Benefit Plans
Paid Holidays
Medical / Health Insurance
Paid Sick Leave
Flexitime
Life Insurance
Paid Vacation Leave
Kỹ năng cần thiết
- Brentmark Estate Planning Tools
- Action Planning
- Analyzing Data
- Financial Analysis
- Attention to Detail
- Budgeting
- Computer Literate / Basic Computer Skills
Khóa học ưa thích
- Accountancy Management
- Financial Management
- Business Administration [Marketing & Advertising Management]
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Accounting and Finance
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Often
- Địa chỉ văn phòng
- 20th Floor, Wynsum Corporate Plaza, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
- Vị trí đang tuyển
- 50 vị trí tuyển dụng mới
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Về 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).