Senior Financial Advisor Trainee - With Hmo Coverage

Senior Financial Advisor Trainee (open for part-timers)

WHAT IS THE OPPORTUNITY?

Tell us your story. Why are you a winning candidate?

Pru Life UK’s Jadeite Branch is accepting resumes for the advisory role of Living Benefits Experts (LBE) based in Ortigas.

You will be encouraged, empowered, and challenged to be your best self. You’ll work with dynamic colleagues, who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potentials and soar to greater heights.

Every day you’ll have new and exciting opportunities to make life better for our clients and your family- who are at the heart of everything we do.

WHAT WILL YOU DO?

- Identify your client’s life and financial goals, provide comprehensive reviews and build long-term relationships and ongoing services.

- Introduces clients to Prulife UK’s different investment strategies to develop a financial plan

- Generate leads through community involvement and events

- Contribute to team and company goals

- Participate fully as a member of the team, support a positive and service-oriented work environment

- Complies with all regulatory, legal, and ethical requirements.

WHAT’S IN IT FOR YOU?

- Weekly income payout and various monthly quarterly and annual rewards program

- Option to work from your home office

- A flexible work schedule based on the client’s preferences and your own work/life balance

- Life Insurance and HMO

- Provident Fund to help you build and enhance your future financial security

- World-class training programs and career development opportunities

- Local and International Travel Destinations

- 1-year Bridging Allowance (Negotiable)

WHAT DO YOU NEED TO SUCCEED?

- Bachelor’s Degree Holder

- Passionate about Financial Planning

- Enthusiastic/ability to motivate

- A highly organized self-starter with a results-driven attitude

- Exceptional networking capability generating leads and customer acquisition

- Innovative mobile technology