We are looking to have 20 Financial Advisers to join our winning team to be trained by the respectable and top-class District of Pru Life UK in the Philippines.
The selected candidates will have the following responsibilities:
Talk to clients about financial objectives, risk tolerance, insurance coverages and benefits, investment planning, cash management and be able to recommend appropriate financial planning strategies
Answer queries about financial plans and programs and give financial advice
Assess and review the client's current financial situation, inforce insurance policies, if any, and present an appropriate financial plan
Discuss and explain the different types of financial services available to the client
Offer solution to financial issues of customers like income protection, critical illness benefits, accident and disability coverages, retirement funding, discipline savings, college education funding, estate planning, wealth management, medium to long term investments among others
Manage and update client portfolios as necessary
Regularty contact existing clients for relevant product and market updates and check changes in financial status
Help spread financial literacy to bring about financial freedom to the nation
Graduate of any 4-year course
Resident of Metro Manila or nearby provinces
Flexitime
Work from Home
Performance Bonus
Medical / Health Insurance
Life Insurance
Entry Level / Junior, Apprentice Sales and Marketing Insurance 20 openings Bachelor's degree graduate
Alexandrite 2 is Pru Life UK's biggest and most successful district in the Philippines by breaking multiple records in the insurance industry. It is a huge team of highly driven professionals who happily work together in pursuit of achieving life goals and making the Filipinos financially independent. Alexandrite 2 is also the home of MDRTs, where the culture of sharing thrives and achievers are born.We provide robust trainings, relevant webinars and top-class mentorship programs to create topnotch Financial Advisers. Our Consultants provide clients world class services while achieving personal growth and development. They experience and enjoy the big upgrade in their lifestyle which flows to their families and impacts the lives of others.VisionOur vision is to be the country's leading agency with the best team of financial consultants.MissionWe are a team of committed, highly productive and exceptionally professional financial consultants.TOWARDS GOD AND FAMILYWe dedicate our success to God.We strive for balance between work and family.TOWARDS OUR CLIENTSWe help build and preserve our client's wealth through objective financial planning and management.We are dedicated to our clients in consistently delivering exceptional service they expect and making a difference in their lives.TOWARDS THE COMPANYWe are front-runners who consistently contribute and deliver results, playing a significant role in helping the company achieve its goals.We are bold in setting goals, and dedicated to seeing them through to completion.TOWARDS EACH OTHER AND THOSE WE WORK WITHWe provide each member unwavering support to maximize his potential to consistently qualify to the prestigious Million Dollar Round Table.We are committed in maintaining a positive attitude towards work challenges by building strong relationships with our fellow Financial Consultants, administration staff and superiors.We inspire people to start a successful, fulfilling and financially rewarding career in life insurance and financial services that can give them an improved quality of life and help them reach their dreams.Core Values/ Team ValuesINTEGRITY AND PROFESSIONALISMWe acknowledge that this line of work requires nothing less than the highest level of integrity and professionalism when dealing with our clients and associates. We build on our clients' trust and loyalty and ensure that they keep their high regard for us.PASSION AND PURPOSEWe care passionately about what we do. This passion lies at the heart of all that we do. We realize our reason for being and we eagerly rise to the challenge. We are known for our will to win and we are recognized for the results that we achieve.CUSTOMER SERVICEWe equip ourselves sufficiently to be able to give our clients sound financial advice and we do whatever it takes in order to deliver excellent service to them.TEAMWORKWe recognize and draw from each other's strengths. We are aware that there are limitless possibilities of learning from others and improving ourselves.
Kalibrr
The selected candidates will have the following responsibilities:
Talk to clients about financial objectives, risk tolerance, insurance coverages and benefits, investment planning, cash management and be able to recommend appropriate financial planning strategies
Answer queries about financial plans and programs and give financial advice
Assess and review the client's current financial situation, inforce insurance policies, if any, and present an appropriate financial plan
Discuss and explain the different types of financial services available to the client
Offer solution to financial issues of customers like income protection, critical illness benefits, accident and disability coverages, retirement funding, discipline savings, college education funding, estate planning, wealth management, medium to long term investments among others
Manage and update client portfolios as necessary
Regularty contact existing clients for relevant product and market updates and check changes in financial status
Help spread financial literacy to bring about financial freedom to the nation
Graduate of any 4-year course
Resident of Metro Manila or nearby provinces
Flexitime
Work from Home
Performance Bonus
Medical / Health Insurance
Life Insurance
Entry Level / Junior, Apprentice Sales and Marketing Insurance 20 openings Bachelor's degree graduate
Alexandrite 2 is Pru Life UK's biggest and most successful district in the Philippines by breaking multiple records in the insurance industry. It is a huge team of highly driven professionals who happily work together in pursuit of achieving life goals and making the Filipinos financially independent. Alexandrite 2 is also the home of MDRTs, where the culture of sharing thrives and achievers are born.We provide robust trainings, relevant webinars and top-class mentorship programs to create topnotch Financial Advisers. Our Consultants provide clients world class services while achieving personal growth and development. They experience and enjoy the big upgrade in their lifestyle which flows to their families and impacts the lives of others.VisionOur vision is to be the country's leading agency with the best team of financial consultants.MissionWe are a team of committed, highly productive and exceptionally professional financial consultants.TOWARDS GOD AND FAMILYWe dedicate our success to God.We strive for balance between work and family.TOWARDS OUR CLIENTSWe help build and preserve our client's wealth through objective financial planning and management.We are dedicated to our clients in consistently delivering exceptional service they expect and making a difference in their lives.TOWARDS THE COMPANYWe are front-runners who consistently contribute and deliver results, playing a significant role in helping the company achieve its goals.We are bold in setting goals, and dedicated to seeing them through to completion.TOWARDS EACH OTHER AND THOSE WE WORK WITHWe provide each member unwavering support to maximize his potential to consistently qualify to the prestigious Million Dollar Round Table.We are committed in maintaining a positive attitude towards work challenges by building strong relationships with our fellow Financial Consultants, administration staff and superiors.We inspire people to start a successful, fulfilling and financially rewarding career in life insurance and financial services that can give them an improved quality of life and help them reach their dreams.Core Values/ Team ValuesINTEGRITY AND PROFESSIONALISMWe acknowledge that this line of work requires nothing less than the highest level of integrity and professionalism when dealing with our clients and associates. We build on our clients' trust and loyalty and ensure that they keep their high regard for us.PASSION AND PURPOSEWe care passionately about what we do. This passion lies at the heart of all that we do. We realize our reason for being and we eagerly rise to the challenge. We are known for our will to win and we are recognized for the results that we achieve.CUSTOMER SERVICEWe equip ourselves sufficiently to be able to give our clients sound financial advice and we do whatever it takes in order to deliver excellent service to them.TEAMWORKWe recognize and draw from each other's strengths. We are aware that there are limitless possibilities of learning from others and improving ourselves.
Kalibrr
Other Info
Makati City, Metro Manila
Permanent
Part-time
Permanent
Part-time
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First Sumiden Circuits Inc.
About the company
First Sumiden Circuits Inc. jobs
Diezmo, Calabarzon










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About the company
First Sumiden Circuits Inc. jobs
Diezmo, Calabarzon