Protection And Wealth Planner

Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding, retirement funding, estate planning, etc)Guide existing clients in making wise financial decisions across different life stagesDevelop business by acquiring and building individual and corporate clientelesManage, develop, and train a group of financial consultants. Benefits and rewardsWork-from-home setupTimeTime flexibility and work-life balanceWork anytime, anywhereIncome stability by having multiple sources of incomeEnjoy weekly income, quarterly bonus and cash incentivesHMO and Group Life Insurance benefitsEmployer-matched savings and retirement planPurposeCareer with a mission - we help increase financial literacy and prevent financial tragediesMake a positive impactTravelLocal and international travel incentiveAll expense-paid luxury travels (Hawaii, Slovenia, Hungary, New Zealand, China and many more)Career and Personal DevelopmentFast-paced promotion and career development (become a manager as early as 6 months)Strong support and mentoring systemCultivate your entrepreneural aspirations Minimum QualificationsGraduate of any 4 years courseWilling to be trained and coachedMust be residing and working in the Greater Manila AreaWilling to attend online meetings and trainings Required SkillsOrganizing and PlanningRelationship ManagementPresentation SkillsSales and Marketing KnowledgeMarketing CommunicationsLeadership skillsMonitoring and Evaluation 

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 graduateResident of Metro Manila or nearby provinces1-2 years of sales experience is a plusProficient in Outlook, Word, Excel, and PowerPoint is a plusPERKS AND BENEFITS:FlexitimeWork from Home Work from HomeOFFICE ADDRESS:Tower 6789, Ayala Ave 6789, 1227 Makati, PhilippinesVACANCY18 WEBSITEhttps://www.prulifeuk.com.ph/en/