Financial Advisor, Flexible Work, WFH (Part-time/Full-time)

PruLife UK - Team Celyn; Makati; Hybrid; PHP 180,000 - 360,000; Full time

Benefits offered by this job

Flexible Career

Work-from-Home Opportunities

Training Provided

Performance-Based Income

Career Growth

Supportive Team Environment

Purpose-Driven Career

Job summary

PruLife UK - Team Celyn is seeking a Financial Advisor to help individuals and families make informed financial decisions. Fresh graduates welcome; no prior insurance or sales experience required as comprehensive training and mentorship are provided.

The role involves building client relationships, educating clients on insurance, savings, investments, and retirement planning, and growing a personal client base. On-site work in Makati with a flexible path to advancement.

Qualifications

• Bachelor’s degree in any field.
• Fresh graduates welcomed.
• Sales experience is an advantage but not required.
• Strong communication and interpersonal skills.

Responsibilities

• Build client relationships with clients and prospects.
• Grow your business through referrals and lead-generation.
• Learn and develop skills through training and mentorship.

Skills

Strong communication

Interpersonal skills

Self-motivated

Goal-oriented

Willing to learn

Education

Bachelor’s degree in any field

Job description

PruLife UK - Team Celyn

Negotiable

On-site - Makati No Exp Required Bachelor Full-time

Build a Career That Makes a Difference

Are you a fresh graduate, career shifter, or professional looking for a flexible career with growth opportunities?

Join us as a Financial Advisor and help individuals and families make better financial decisions while building a rewarding career for yourself.

As a Financial Advisor, you will be trained to provide financial education and recommend solutions related to insurance, savings, investments, and financial protection based on your clients’ needs and goals.

No prior insurance or sales experience? No problem. Comprehensive training, mentorship, and guidance will be provided.

What You’ll Do

Build Client Relationships

• Develop and maintain meaningful relationships with clients.
• Understand their financial goals, priorities, and concerns.
• Provide continuous support and financial reviews.
• Conduct financial needs assessments.
• Create personalized financial strategies based on client needs.
• Educate clients about financial protection, savings, investments, and retirement planning.
• Recommend appropriate financial solutions.

Grow Your Business

• Build your network through referrals, social media, networking, and other lead-generation activities.
• Conduct financial consultations and client presentations.
• Develop your own client base and work toward personal and team goals.

Learn & Grow Professionally

• Attend training programs, workshops, and mentorship sessions.
• Develop your skills in financial planning, communication, leadership, and business development.
• Complete the necessary training and licensing requirements.

Why Join Us?

Flexible Career – Enjoy flexible work arrangements that allow you to manage your time and responsibilities.

Work-from-Home Opportunities – Depending on business requirements and team arrangements, you can have the flexibility to work remotely.

Training Provided – No insurance or sales experience required. We provide training and mentorship to help you get started.

Performance-Based Income – Earn through commissions and incentives based on your performance, with opportunities to grow your income as your business develops.

Career Growth – Build your own client portfolio and develop opportunities for leadership and career advancement.

Supportive Team Environment – Work with a team that provides coaching, guidance, and continuous professional development.

Purpose-Driven Career – Help individuals and families become more financially prepared while building a career with purpose.

Who We’re Looking For

• Bachelor’s degree in any field.
• Fresh graduates and career shifters are welcome.
• Sales experience is an advantage but not required.
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Able to work independently and collaborate with a team.
• Passionate about helping people and interested in financial planning and business development.
• Willing to undergo the required training and licensing process.

If you're looking for a career where you can learn, grow, earn, and make a difference, we'd love to meet you.