Financial Advisor: Life Insurance & Planning, Travel Perks

Pru Life UK; Philippines; On-site; PHP 1,040,000 - 2,080,000; Full time

Benefits offered by this job

Weekly income

Travel opportunities

Free HMO

Agent Savings Plan

4-year graduate eligibility

Fresh graduates welcome

Goal-driven

Part-time / Full-time

Bonus potential for full-time

Job summary

PRU LIFE UK - TEAM KEZIA is seeking a motivated Financial Advisor to provide expert financial advice and life insurance solutions. You will work with clients to understand needs, develop personalized plans, and offer a range of insurance products to protect and enhance financial well-being.

Responsibilities include client consultations, financial planning, insurance solutions, portfolio management, compliance, and building lasting client relationships while staying informed on market trends.

Qualifications

• Client consultations to assess clients' financial goals, needs, and existing coverage.
• Develop personalized financial plans, including life insurance, retirement planning, and investment strategies.
• Stay updated on market trends, insurance products, and industry developments to provide informed advice.

Responsibilities

• Conduct one-on-one consultations with clients to assess financial goals, needs, and coverage.
• Create detailed financial plans addressing life insurance, retirement planning, and investments.
• Recommend and explain insurance products aligned with clients' goals and risk profiles.
• Review and manage clients' insurance portfolios, adjusting as needed for alignment with goals.
• Ensure all advice and transactions comply with regulations and company policies.
• Build and maintain strong client relationships through follow-ups and tailored solutions.
• Stay informed on market trends and regulatory changes to provide up-to-date guidance.

Education

Any 4 year course graduate

Job description

PRU LIFE UK - TEAM KEZIA is seeking a motivated Financial Advisor to provide expert financial advice and life insurance solutions. You will work with clients to understand needs, develop personalized plans, and offer a range of insurance products to protect and enhance financial well-being.

Responsibilities include client consultations, financial planning, insurance solutions, portfolio management, compliance, and building lasting client relationships while staying informed on market trends.