logo
PRU LIFE UK - Trillion Dragon Unit
Insurance & Superannuation
>1000 Employees
0Jobs1Boss
+63 9260639518
[email protected]
Diverse TeamOpen CommunicationYoung & Dynamic TeamFriends Outside Work
About
Culture and life
About Company
A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans. - Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. - Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance. - Investment Advice: Recommend appropriate investment opportunities based on clients' objectives. - Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning. - Market Research: Stay updated on financial trends, market conditions, and new financial products. - Sales Business Development: Identify potential clients, build relationships, and expand the client base. - Compliance Documentation: Ensure adherence to financial regulations and maintain accurate client records. - Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed. Requirements: -Bachelor's degree - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Sales-driven mindset with the ability to build lasting client relationships
Company overview
Company size>1000 Employees
IndustryInsurance & Superannuation
Media
Address

Hi Boss
Mc. Neil Bryan Garcia
Unit Manager I Financial Advisor
Sign In to Chat with Boss!
Sign in
Your Safety, Our Priority at Bossjob.
If a job opportunity requires you to work overseas, we urge you to stay alert and protect yourself from potential fraud.
Should you encounter an employer who:
  • Unlawfully withholds your ID,
  • Demands a guarantee or property,
  • Pressures you into making investments or raising funds,
  • Seeks illicit benefits,
  • Or engages in any other illegal activities,
Please report it to us immediately.