Company: PruLife UK, Prime Summit Life Insurance Agency

Location: Mandaluyong, City

Work Schedule: Hybrid

• Lead and mentor a group of Financial Advisors
• Provide personalized financial coaching sessions to clients to help them achieve their financial goals.
• Develop and implement customized financial plans based on individual client needs and circumstances.
• Educate clients on financial literacy concepts, including budgeting, saving, and investing.
• Guide clients in making informed decisions regarding their financial futures.
• Monitor client progress and adjust strategies as needed to ensure successful outcomes.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Skills and Competencies: Adaptable with a strong growth mindset, Leadership-oriented mindset with excellent organizational skills, Excellent communication and interpersonal skills, and Ability to work independently and manage client relationships effectively.