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Financial Consultant

Company

Prulife UK - Team Niko

Location

makati, Philippines

Type

Full-time

  • Provide expert financial advice on insurance and superannuation products.
  • Analyze clients' financial situations and develop personalized strategies.
  • Conduct regular reviews and adjust plans as needed.
  • Build and maintain strong client relationships.
  • Stay updated on industry trends and regulations.
  • Collaborate with Team Niko at Prulife UK to achieve collective goals.
  • Educational Qualifications: A Bachelor's Degree in any 4-year course (open to all fields)
  • Experience Level: No prior experience required; fresh graduates welcome.
  • Skills and Competencies: Strong analytical skills, excellent communication, and proficiency in financial software.
  • Responsibilities and Duties: Assist clients with financial planning, analyze financial data, and prepare reports.
  • Working Conditions: Hybrid work set-up; regular business hours. (Open to Par...

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