Financial Advisor

Pru Life UK - Team Ace

₱50-100K[Monthly]
RemoteNo Exp RequiredBachelorFull-time
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Remote Details

Open Country：Philippines

Language Requirements：English

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

financial advisor

Description

  • Responsible conducting cold call to prospect clients
  • Initiate in setting client meeting for financial planning
  • Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information needed to develop a sound insurance plan to address their financial needs
  • Present products and services of the Prulife UK to prospective Clients
  • Conduct financial review to existing client

Requirements

  • Candidate must posses with Bachelor's/Degree or Fresh Graduates are welcome to apply.
  • Preferably with a laptop and a smartphone
  • With or without sales experience
  • Willing to undergo training and coaching
  • Team player with the ability to work productively within a group and maintain a high degree of independence
  • Excellent interpersonal skills with the ability to build a partnership with clients
  • Good verbal and written communication skills.
Preview

Isiah Lazan

Unit ManagerPru Life UK - Team Ace

Active within seven days

Posted on 27 January 2025

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