Financial Wellness Consultant
Skyeline Summit LIA - a General Agency under Pru Life UK Makati
- Sales Leadership
- Assist the Unit Manager in developing and executing sales strategies to meet or exceed unit targets.
- Identify potential clients and promote financial products, such as insurance and investment plans.
- Conduct financial needs analysis to offer tailored solutions to clients.
- Team Development
- Recruit, train, and onboard new financial advisors.
- Provide ongoing coaching and mentoring to financial advisors to enhance their productivity and effectiveness.
- Organize training sessions and workshops to improve product knowledge and selling skills.
- Client Relationship Management
- Build and maintain long-term relationships with clients.
- Address client concerns and provide after-sales support.
- Ensure all client transactions and communications comply with company and regulatory standards.
- Graduate of any 4-year course
- Resides near or within Greater Metro Manila
- People-oriented and skilled in building relationships
- Strong communication and presentation skills
- Excellent problem-solving and critical-thinking abilities
- Demonstrates leadership skills and the ability to inspire and guide a team
- Organized, proactive, and results-driven
- Adaptable in a fast-paced environment
- Willing to undergo training and professional development
- Team player with a growth mindset
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