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Financial Advisor

Pru Life UK

3.0
18 reviews
Pru Life UK
Job Type   /   Job Level
Full-time   /   Others/Any
Company Location
Philippines
  • Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions.
  • Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings.
  • Sales & Business Development: Expanding the client base through networking, referrals, and active prospecting.
  • Recruitment & Leadership: Building a team by recruiting new agents to the company.
  • Documentation: Maintaining accurate client records and financial plans.

Job Requirements

  • Education: 4-year college graduate.
  • Experience: With or without experience (willing to learn and be trained).
  • Skills: Strong communication, networking, and sales skills.
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