Philippines Jobs

PART-TIME FINANCIAL ADVISOR Jobs at Prime Summit Life Insurance Agency – PruLife UK in Mandaluyong, Metro Manila

Prime Summit Life Insurance Agency - PruLife UK company logo
Published 10 months ago

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Prime Summit Life Insurance Agency - PruLife UK is currently accepting applications for the position of PART-TIME FINANCIAL ADVISOR in the Mandaluyong area. The job type available for this position is Full-time.

We are looking for candidates who possess proficient skills and have a minimum of beginners/seniors in the respective field. In addition to technical expertise, we highly value traits such as honesty, discipline, and a strong sense of responsibility in our prospective employees.

Prime Summit Life Insurance Agency - PruLife UK operates within the (according to the company) industry. If you are interested in applying for this position and joining our esteemed organization, we encourage you to submit your application promptly.

Job Information

Company:Prime Summit Life Insurance Agency – PruLife UK
Position:PART-TIME FINANCIAL ADVISOR
Region:Mandaluyong - Metro Manila, Metro Manila
Education:Confidential
Job Type:Full-time

Job Description

We are currently seeking a part-time Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their individual financial goals and circumstances.

Responsibilities:

  • Assessing clients’ financial situations and developing personalized financial plans
  • Providing recommendations on investment opportunities, insurance coverage, and retirement planning
  • Monitoring and managing clients’ investment portfolios
  • Keeping up-to-date with financial trends and regulations
  • Building and maintaining strong client relationships

Requirements:

  • Proven experience in finance or a related field
  • Knowledge of investment strategies and financial products
  • Excellent communication and interpersonal skills
  • Ability to analyze and interpret financial data
  • Certification as a Financial Planner or similar qualification is preferred

Benefit

  • Comfortable environment
  • Taught when starting work
  • Salary bonus for overtime

Application Requirements

  • Good communication skills
  • Strong team skills
  • Experience in similar work

Company address

Province Metro Manila
City Mandaluyong
Full Address Prime Summit Life Insurance Agency, 2021 Ortigas Ave, Mandaluyong, Metro Manila, Philippines
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Job Application Information

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Company Information

Prime Summit Life Insurance Agency – PruLife UK

Prime Summit Life Insurance Agency is a leading life insurance company in the Philippines, representing PruLife UK. With a strong presence in the insurance industry, Prime Summit offers a wide range of insurance and investment products to meet the diverse needs of its clients. Backed by the global expertise of PruLife UK, the company is committed to providing financial security and peace of mind to individuals and families. Prime Summit’s dedicated team of professionals is passionate about helping clients achieve their financial goals and protect their loved ones.