Financial Advisor

Pru Life UK; Pasig; On-site; PHP 300,000 - 540,000; Full time

Job summary

Pru Life UK is seeking skilled Financial Advisors in Pasig, Metro Manila. The role involves teaching clients wealth management, investment strategies, savings planning, and retirement planning to secure financial futures.

The position emphasizes licensure as a professional in life and health insurance, with communication skills to engage clients and guide them through wealth transfer and inheritance planning.

Qualifications

• Licensed professional in life/health insurance (as per job listing).
• Strong communication and interpersonal abilities.

Responsibilities

• Teach Financial Wealth Management.
• Teach Investment strategies.
• Promote proper savings and help clients plan for inheritance.
• Advise on wealth transfer and retirement planning.
• Provide pre-emptive solutions for life uncertainties.

Skills

Licensed professional

Communication skills

Job description

• Financial Advisors are Licensed Professionals who offers Life and Health Insurance plans,
• Teach Financial Wealth Management,
• Teaches Investment strategies,
• Promote proper savings and also helps client plan for inheritance,
• Wealth transfer,
• Retirement planning, and pre-emptive solutions for Life Uncertainties.
• Any Valid Government ID
• Must have at least a mobile phone for communication, tablet(optional) or laptop(optional)