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Job Description

JOB DESCRIPTION:

• Assess and review the client's current financial situation to be able to present an appropriate financial plan.

• Discuss and explain the different types of financial services available to the client.

• Develop effective financial strategies and guide clients to establish and achieve their financial goals.

• Consistently and continously monitor and update client's financial status.

• Help spread the importance of financial literacy

• Offer solution such as investment, life insurance, critical illness benefit, retirement fund, discipline savings, kid's education funding, estate planning, and wealth management, among others.

• Help clients identify financial needs and priorities

 

MINIMUM QUALIFICATIONS:

If you have the heart to help other people, you like to talk to people and want to share financial literacy, then this career is for you.  You can enjoy time flexilibity, financial freedom, free travels and work-life balance. Join our growing team of diversified young professionals.

  • 4-year College graduate
  • Resident of Metro Manila or nearby provinces
  • 1-2 years of sales experience is a plus
  • Proficient in Outlook, Word, Excel, and PowerPoint is a plus

PERKS AND BENEFITS:

Flexitime

Work from Home Work from Home


OFFICE ADDRESS:
Tower 6789, Ayala Ave 6789, 1227 Makati, Philippines


VACANCY
18 


WEBSITE
https://www.prulifeuk.com.ph/en/

  • Job Function / Expertise / Department

    All Insurance Jobs

  • Industry

    Insurance

  • Years of Work Experience

    1 - 3 Years

  • Position Level

    Junior Level

  • Job Type

    Part Time

  • Work Hours

    Flexible schedule

  • Work Hour Details

    Flexitime

  • Educational Attainment

    Bachelor’s Degree

  • Preferred field of Study

    Not Specified

Employee benefits

Flexible Work Hours

HMO Coverage

Life Insurance

Non-guaranteed Bonus

Others - Weekly Commissions, Quarterly Performance Bonus, Savings Fund, Travel Incentives

Preferred Candidate
Interpersonal / Soft Skills

Good listener

Analytical Thinking

Company Overview

About PRU Life UK | Alexandrite 2 Achievers

PRU LIFE UK is a part of Prudential PLC, one of the world's oldest, largest and strongest financial and insurance company. Recognized by the Department of Finance - Insurance Commission, PRU LIFE UK is the pioneer of the unit-linked insurance in the Philippines (2002). 

Alexandrite 2 District is the top and leading group in PRU LIFE UK nationwide and is the home of achievers. We welcome experienced and young professionals coming from various industries. We provide the best trainings and seminars to equip our financial consultants the best knowledge to guide them through a successful career.

Join us today and discover your potential in this career as a financial consultant.

Office Address:

19th Floor Tower 6789, Tower 6789 Ayala Avenue Makati City, Makati, 6000 Metro Manila-National Capital Region

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