Finance Strategist (Remote | Part-Time / Full-Time)

Marknel Lawrence Panaglima Reyes - Insurance; Pasay; Remote; PHP 120,000 - 240,000; Part time

Job summary

Pru Life UK in the Philippines is seeking motivated individuals to join our insurance advisory team. You will assist clients with financial needs assessments, explain insurance solutions, and support policy servicing.

Fresh graduates and career shifters are welcome; training is provided, and licensure exams are supported. Part-time or full-time roles with flexible hours and remote work are available.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Willing to undergo required training and complete the Insurance Agent Licensure Examination.
• Able to work independently and manage assigned responsibilities.
• Available for part-time or full-time engagement.
• Currently residing in the Philippines.

Responsibilities

• Participate in online training and professional development activities.
• Conduct financial needs assessments and client consultations.
• Provide information about suitable insurance and financial protection solutions.
• Assist clients with policy servicing, amendments, and claims-related inquiries.
• Develop and maintain professional relationships with clients.
• Maintain accurate records of client consultations and related activities.

Skills

Communication skills

Interpersonal skills

Independent work

Willing to undergo training

Education

4- or 5-year degree

Job description

We are seeking motivated individuals interested in developing their professional experience in insurance and financial services with Pru Life UK.

The role focuses on assisting clients with financial needs assessments, explaining available insurance solutions, and providing support for policy-related concerns.

Fresh graduates, working professionals, and career shifters are welcome to apply.

Key Responsibilities

• Participate in online training and professional development activities.

• Conduct financial needs assessments and client consultations.

• Provide information about suitable insurance and financial protection solutions.

• Assist clients with policy servicing, amendments, and claims-related inquiries.

• Develop and maintain professional relationships with clients.

• Maintain accurate records of client consultations and related activities.

Qualifications

• Graduate of a 4-year or 5-year college degree program.

• Fresh graduates are welcome to apply.

• Good communication and interpersonal skills.

• Experience in sales, customer service, or financial services is an advantage but not required.

• Willing to undergo required training and complete the Insurance Agent Licensure Examination.

• Able to work independently and manage assigned responsibilities.

• Available for part-time or full-time engagement.

• Currently residing in the Philippines.

Compensation and Opportunities

• Commission-based compensation determined by individual performance.

• Professional training and mentorship.

• Performance-based incentives and recognition programs, subject to qualification.

• Opportunities for career growth and professional development.

• Local and international travel incentives for qualified individuals.

Work Arrangement

• Part-time and full-time opportunities available.

• Flexible working hours based on role requirements.

• Primarily work-from-home arrangement.