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Financial Consultant / Unit Manager, Makati

Financial Consultant / Unit Manager, Makati
Description
  • Provide customized financial solutions to help clients achieve their short-term and long-term financial goals such as savings, investments, life protection, education funding, retirement planning, and wealth management
  • Assist clients in making informed financial decisions based on their current needs and future plans
  • Build and maintain strong relationships with individual and corporate clients
  • Expand client network through referrals, prospecting, and business development activities
  • Conduct financial needs analysis and recommend suitable insurance and investment products
  • Attend regular trainings, coaching sessions, and online meetings to enhance skills and industry knowledge
  • Lead, mentor, and support a team of financial consultants to achieve personal and team targets
  • Monitor team performance and help develop future leaders within the organization
Highlights
  • Company name
    Pru Life U.K - Team Vin
  • Job position
    Financial Consultant / Unit Manager
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Financial Consultant / Unit Manager has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

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