Full-Time (Assistant Unit Manager/Financial Advisor)
20000 - 40000 Php per weekPru Life UK -Team Kezia
Pru Life UK - Team Kezia is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.
Position Overview:
We are looking for a motivated and client-focused Financial Advisor to join our team at PRU Life UK - Team Kezia In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.
Client Consultation: Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.
Financial Planning: Create detailed financial plans and strategies that address clients’ needs, including life insurance, retirement planning, and investment strategies.
Insurance Solutions: Recommend and explain insurance products and services that are best suited to meet clients’ financial goals and risk profiles.
Portfolio Management: Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.
Compliance: Ensure all financial advice and transactions comply with industry regulations and company policies.
Client Relationship Management: Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.
Market Awareness: Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients
What We Offer:
Php 20K-40K weekly income
Local and international travel opportunities
Free HMO
Agent Savings Plan
- Any 4yr course graduate
- Fresh graduates are welcome
- Goal-driven
- Part-time or Full-time
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