Financial Consultant
Premier Summit Life Insurance Agency Inc.
Posted
last week
Mandaluyong, National Capital Region, Philippines
Onsite
PHP 25K
Mid Level
Full Time
Sema Summary
The Financial Consultant advises individuals and businesses on managing their finances and investments. This role demands strong analytical skills and client relationship management to help achieve financial stability.
About Company
Premier Summit Life Insurance Agency Inc. is a team of licensed insurance professionals representing Pru Life UK. They focus on providing comprehensive insurance solutions to secure the future of Filipino families.
Core Requirements
- Bachelor's degree in finance or related field
- Strong analytical abilities
- Effective communication skills
- Ability to build client relationships
- Understanding of investment strategies
Responsibilities
- Provide financial advice to clients
- Develop personalized investment plans
- Analyze market trends and economic conditions
- Assist clients with retirement planning
- Create strategies for wealth management
- Build and maintain client relationships
- Educate clients on financial products
Must Have skills
Job Keywords
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