Licensed Financial Consultant
PRU LIFE - Team Zyrine
- Makati City, Metro Manila
- Permanent
- Full-time
- Conduct financial analysis and assessments to understand clients financial situations, goals, and risk tolerance.
- Develop and implement comprehensive financial plans, including investment, tax, retirement, estate, and insurance planning.
- Provide expert advice on financial products and services, such as investments, insurance, and annuities.
- Build and maintain strong relationships with clients, providing ongoing support and guidance.
- Stay up-to-date with industry developments, regulatory changes, and market trends to maintain expertise.
- Collaborate with other financial professionals, such as attorneys, accountants, and bankers, to provide comprehensive financial solutions.
- Prepare and present financial reports, proposals, and recommendations to clients.
- Ensure compliance with regulatory requirements, industry standards, and company policies.
- Financial planning and analysis
- Investment and portfolio management
- Risk management and insurance planning
- Tax planning and compliance
- Retirement and estate planning
- Communication and interpersonal skills
- Analytical and problem-solving skills
- Time management and organizational skills
- Bachelor's degree in finance, accounting, business, or a related field.
- Competitive commission, incentives and bonus structure
- Retirement savings plan
- Ongoing professional & personal development
- Collaborative and dynamic work environment
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