Financial Advisor

Cebu City, Cebu

Posted more than 30 days ago

Company:: PRU LIFE U.K. STR Unit
Company Description:: PRU LIFE UK is the pioneer of insuravest, or investment-linked life insurance products, in the Philippines and is one of the first Life insurance companies approved to distribute US dollar-denominated investment-linked life insurance policies in the country. Established in 1996, it has retained market leadership serving 1.75 million Filipinos as a testament to their commitment in customer service helping families secure their future. We Are The People That DO. "We DO" is a clarion call to the Doers inside all of us. Our "We DO" campaign celebrates the power of the human spirit and is inspired by the innovative drive and optimism in today's generation. We believe that everyone should have the opportunity to get the most out of life as you pursue your passions and navigate milestones ahead of you.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Bachelor’s Degree
Gender:: Any
Number of vacancies:: 100

Job Description

Qualifications & experience
-Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino families
-Open for fresh graduates who are willing to be mentored
-Willing to regularly travel for incentive trips, attend unit and branch meetings, and proactively participate in other extra-curricular team activities
-Sales experience is an advantage
-Must be equipped with a laptop/PC with webcam and smartphone
-Has good communication skills

Tasks & responsibilities
-Helps clients create financial plans to achieve their goals.
-Answers client's financial questions and addresses concerns.
-Builds long-term client relationships.
-Collaborates with other financial planners.
-We assess the financial needs of individuals and help them with decisions on investments and insurance. We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Benefits
-Limitless Income Potential
-Financially Secured
-Local and International Travels
-Cash Incentives
-Awards and Recognition
-Career and Personal Growth
-Savings Plan
-Health Maintenance Organization (HMO)
-Work-Life Balance with Time Freedom