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Financial Advisor

Company

Prulife UK - Northern Summit Life Insurance Agency

Location

quezon city, Philippines

Type

Full-time

Overview

We’re looking for a Financial Advisor to join our team. In this role, you’ll help clients plan their finances, make smart investments, and achieve their financial goals. You don’t need to leave your current job to start this exciting new opportunity.

Responsibilities

  • Meet with Clients: Talk to clients to understand their financial needs and goals.
  • Create Financial Plans: Develop personalized plans to help clients save money, invest wisely, and prepare for the future.
  • Give Advice: Offer advice on insurance, investments, and other financial products.
  • Monitor Progress: Keep track of clients’ financial plans and suggest changes when needed.
  • Stay Updated: Keep up with the latest financial news and trends to provide the best advice.

Qualifications

  • 4 year College Graduate of any course
  • Willing to undergo training and coaching
  • Strong Internet Connection
  • With L...

★ Ready to Start Your European Career?

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