Financial Consultant
Part-time
Pru Life UK - Royals Branch - Franz Kristoffer C. Tomas
Join a dynamic team that helps individuals and families secure their financial future. As an Insurance Sales Associate, you will connect with clients, provide financial guidance, and offer insurance solutions that match their goals and lifestyle.
Key Responsibilities
- Reach out to potential clients
- Present insurance and financial products
- Build strong and lasting client relationships
- Help clients plan and protect their future
- Participate in trainings, mentoring, and team activities
Vacancy posted 21 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Pasay vacancy
- ...Description Advise clients on financial planning and investment strategies. Analyze client financial status and make recommendations. Assist clients in understanding financial products and services. Develop and maintain strong relationships with clients....
- ...Provides clients with appropriate financial service options, evaluates their current financial situation, and creates tailored financial plans. Guides clients in setting and achieving their financial goals while continuously monitoring and adjusting their financial strategies...
- ...Provide financial advice and guidance to clients on investment strategies and financial planning. Analyze clients' financial situations and create personalized financial plans. Monitor clients' financial progress and adjust plans as necessary. Research financial...
- ...We are looking for motivated and people-oriented individuals to join our team as Financial Consultants. In this role, you will help clients build a better financial future by providing personalized financial solutions based on their needs and goals. Key Responsibilities...
- Provides clients with financial planning services, including insurance protection, savings, and investment solutions. Assesses clients’ needs, recommends suitable financial products, and builds long-term relationships to help them achieve their financial goals.
- ...Helping clients prepare for important goals like education, retirement, or building wealth Acting as a trusted partner who explains financial choices in simple terms so client can make smart decision Offering Insurance plans that give security in case of emergencies,...
- JOB DESCRIPTION Assist clients in understanding and selecting insurance policies. Develop and maintain customer relationships to increase sales. Provide exceptional customer service and support during the sales process. Utilize online platforms for marketing...
- ...Join Pru Life UK as an Insurance Agent (Financial Advisor) and help individuals and families achieve financial security through life insurance, health protection, and savings solutions. Responsibilities Meet and assist potential clients. Conduct a financial needs...
- ...Analyze financial data and develop personalized financial plans for clients. Help clients set, manage, and achieve their financial goals. Build and maintain strong, long-term client relationships. Stay updated with the latest financial market trends, products,...
- ...Financial Consultant / Assistant Unit Manager We are looking for motivated and goal-driven individuals who are open to a rewarding career in the financial industry. Whether you are seeking a part-time sideline or a full-time career opportunity, we welcome fresh graduates...
- ...Provide financial advice to clients based on their individual circumstances. Assist clients in creating financial plans and investment strategies. Evaluate clients’ financial statements and health. Monitor financial market trends and provide updates to clients...
- ...motivated and goal-oriented individuals to join our team as Financial Advisors. This role is responsible for providing clients with... ...maintain strong client relationships Conduct regular client consultations and follow-ups Participate in training programs and...
- ...This is a Consultancy position under our PruVenture Apprentice program, open only to a limited number of people. No prior experience... ...stringent interviews because this position has all the benefits of a Financial Consultant with the addition of a fixed salary/allowance every...
- ...Description Provide financial advice and services to clients to help them achieve their financial goals. Analyze financial statements and investment portfolios to identify trends and opportunities. Develop personalized financial plans based on clients' individual...
- ...Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial situations and develop... ...Experience Level: 0-1 year of experience in financial consulting or a related field. Skills and Competencies: Strong analytical...
- ...Analyze financial data and create personalized financial plans Help clients set and achieve financial goals Build and maintain client relationships Stay up-to-date with financial market trends and regulations Associate and Bachelor's degree, Graduated from any...
- ...Provides clients with expert guidance on managing finances, building wealth, and achieving long-term financial goals. This role involves assessing clients’ financial situations, developing customized strategies, and offering ongoing support in areas such as investments...
20000 - 25000 Php
...Financial Consultant (Part-Time) We are looking for motivated and goal-oriented individuals who are interested in building a rewarding career in the financial services industry. Responsibilities: • Help clients identify their financial goals and protection needs...- ...We’re Hiring: Licensed Financial Consultant Join Pru Life UK Philippines and help Filipinos protect their income, grow their wealth, and secure their future. We are looking for a motivated and client-focused Licensed Financial Consultant to help individuals...
- ...Provide financial consulting services to clients on a part-time basis. Develop and implement comprehensive financial plans tailored to individual client needs. Analyze clients' financial status and investment portfolios. Assist clients in understanding financial...
- ...What You’ll Do: Help People Secure Their Future. Provide financial guidance and protection solutions. Build long-term, trust-... ...aspiring Managers): Coach, mentor, and guide a team of financial consultants. Foster a culture of service, growth, and excellence...
31000 Php
...competitive salesperson looking for life-changing commissions, our Personal Cruise Consultant role is waiting for you. If you prefer a stable, customer-care focus with steady growth, our Financial Account has slots ready. Review the requirements below and pick the best...- ...mainly responsible for ensuring the accuracy and integrity of the financial data of different entities and functions. This role also... ...corrective actions in close collaboration with business finance Consult business controllers/business partners in cases of specific...
- ...Financial Advisor (Full-Time / Part-Time) Location: Flexible / Remote Industry: Financial Services Job Overview We are... ...Build and manage your own client portfolio Conduct client consultations (online or face-to-face) Business-to-Business Prospecting &...
- ...Advise clients on financial planning and investment strategies. Develop and maintain financial models and forecasts. Analyze financial data and prepare reports for client reviews. Assist in the implementation of financial solutions tailored to client needs....
- ...As a Financial Advisor, you will play a key role in guiding individuals and families toward financial security and success. You will... ...investment strategies that align with their goals. Your role is both consultative and relationship-driven, ensuring that clients feel supported...
- ...Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions. Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings. Sales & Business Development: Expanding...
- ...technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200... ...efforts. Support enterprise clients through technical consultations, escalations, and service reviews. Monitor operational signals...
- ...About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best...
- ...technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200... ...Job Description Job Summary The Workforce Planning Consultant is responsible for Client Care strategy and operations. This role...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
