Charmaine Daluro Recruitment and financial Planning

22/01/2022

BE PART OF OUR GROWING TEAM !

20/11/2021

Congratulations for passing the licensure Examination for financial Advisors ! ❤
Traditional and Variable Life Insurance Passers

20/11/2021

Triumfante unit Producers ❤

Congratulations! Your hard work and perseverance have paid off. So proud of you!!

08/11/2021

Pru Life UK wins two NYX awards for the Philippines: No. 1 and Rising video, under two categories - Grand Award for Web Based Production (Insurance) and Gold Award for Branded Content (Insurance).

Prudential, it’s so good to be number one and that taking the top spot among the top 5 insurers locally, especially being the youngest at 25 years, is a great feat.

Nothing demonstrates this better than Prudential's performance in 2020. Despite the challenges they faced, Pru Life UK was the only company among the top 5 firms that registered positive growth in new business annual premiums.

01/11/2021

20/10/2021

BUILD YOUR FUTURE WITH US!
OPEN FOR PART TIMERS
BE PART OF PRULIFE UK
THE NUMBER 1 LIFE INSURANCE COMPANY OF THE PHILIPPINES
You may send your resume at [email protected]
or text us at 09350875024

28/09/2021

Financial Advisor Job Description Template

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.

Financial Advisor Responsibilities:

-Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
-Answering client questions about financial plans and strategies and giving financial advice.
-Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
-Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
-Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
-Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
-Implementing financial plans or referring clients to professionals who can help them.
-Managing and updating client portfolios.
-Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.

* Qualifications:
� At least a Bachelor/College Degree in any field.
�Willing to undergo training.
�Experienced Employees specializing in Sales (Real-Estate, BPO, Retail, etc.) or equivalent is an advantage.
�Full-time / Part-Time Advisors are welcome.
* Be a Licensed Financial Advisor and ENJOY these benefits:
�Average Monthly Income of P30,000 or 50,000 and up depending on your performance.
� Free Life insurance
� Travel incentives both local and abroad
� No ceiling commission
� Free Continuous Training and Development and Mentorship
� Be your own BOSS. No 8AM-5PM shift