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Company Info:
Pru Life UK - Makati

Makati City, , Philippines

Phone: 09751795564
Web Site: https://www.prulifeuk.com.ph/en/

Company Profile





Financial Adviser

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Location:

Makati City,

Category:

Insurance
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Employment Type:

Full time

Posted:

02.20.2019

Job Views:

432
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Job Description:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Job Requirements:

- College Graduate 
- 21 to 45 years old
- must be working within the greater area of Makati.