Financial Advisor & Insurance Planner | Travel Prospects

Pru Life UK

Philippines

On-site

PHP 910,000 - 1,820,000

Part time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Local and international travel

Free HMO

Agent Savings Plan

Fresh graduates welcome

Job summary

PRU LIFE UK - TEAM KEZIA is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies.

We are looking for a motivated and client-focused Financial Advisor to join our team.

Qualifications

Client Consultation and needs assessment with clients.
Develop detailed financial plans including life insurance and retirement planning.
Explain insurance products and services aligned to client goals.
Review and adjust insurance portfolios to stay aligned with client objectives.
Ensure all advice and transactions comply with regulations and policies.
Build and maintain client relationships through proactive follow-ups.

Responsibilities

One-on-one client consultations to assess financial goals and coverage.
Create detailed financial plans covering insurance, retirement, and investments.
Recommend and explain suitable insurance products.
Regularly review portfolios and suggest adjustments.
Maintain compliance with industry rules and company policies.
Cultivate relationships through ongoing client service and tailored solutions.
Stay informed on market trends and product developments to provide current advice.