Financial Consultant

Pru Life UK - Radiant Amber LIA

R$2.5-5.1K[Mensual]
Híbrido - PasigGraduação/Aluno FrescoBacharelTempo Inteiro
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Incentivos, Presente Trimestral

  • Saúde e Bem-Estar

    Seguro de Morte e Desmembramento Acidental, Seguro de saúde, Seguro de Vida, HMO

  • Outros

    Eventos Sociais da Empresa

  • Benefícios de Habilidades

    Plano de aposentadoria

  • Desenvolvimento Profissional

    Programa Aprendizado, Treinamento de Trabalho, Desenvolvimento Profissional

  • Tempo de desligamento e Saída

    Licença médica familiar, Maternidade e licença de paternidade, Licença Pai Solo

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

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Descrição:

  • Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio, medical emergency preparation, retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification.

Requisito

  • Analytical Skills: Ability to analyze financial data, market trends, and investment opportunities.
  • Communication Skills: Strong verbal and written communication skills to explain financial concepts and strategies clearly to clients.
  • Problem-Solving Skills: Ability to develop tailored solutions for clients' financial goals and issues.
  • Sales Skills: For those in roles that involve acquiring new clients or selling financial products.
  • Attention to Detail: Precision in financial planning and record-keeping.
  • Trustworthiness: Building and maintaining trust with clients is crucial.
  • Empathy: Understanding clients’ needs and financial situations with sensitivity.
  • Adaptability: Ability to adjust strategies and advice based on market changes and client circumstances.
  • Business Development: In some roles, the ability to develop and implement strategies to attract new teammates
  • Continuing Education: Staying current with financial trends, regulations, and new financial products through ongoing professional development.
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Mark Anthony Santos

FounderPru Life UK - Radiant Amber LIA

Local de trabalho

27th floor, Tycoon Centre, Tycoon Centre, Pearl Dr, Ortigas Center, Pasig, 1600 Metro Manila, Philippines

Postado em 30 August 2024

Pru Life UK - Radiant Amber LIA

Desfinanciado / Anjo

501-1000 Funcionários

Seguros e Superanuição

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Pru Life U.K.

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