Financial Advisor
PRU LIFE UK - Trillion Dragon Unit
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Incentives
Insurance Health & Wellness
HMO
Work-Life Balance
Flexible Hours
Description
- 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
Mc. Neil Bryan Garcia
Unit Manager I Financial AdvisorPRU LIFE UK - Trillion Dragon Unit
Working Location
Ayala North Exchange Tower One
Posted on 03 March 2025
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