Part Time Financial Advisor - Weekly Income
Makati, National Capital Region
Posted today
- Company:
- Pru Life UK
- Company Description:
- PRU Life UK is an insurance and investment company serving Filipino families since 1996. It is the pioneer of VUL (Variable Unit-Linked) Insurance here in the Philippines and is currently the number one life insurance company in terms of new business annual premium.
- Contract Type:
- Part Time
- Experience Required:
- No Experience
- Education Level:
- Bachelor’s Degree
- Number of vacancies:
- 10
Job Description
Key Responsibilities:
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.
- Salary:
- ₱15,000.00 Monthly