Financial Advisor - Part Time - Bulacan

Pru Life UK; Metro Manila; On-site; PHP 167,000 - 391,000; Part time

Job summary

Pru Life UK is seeking individuals to assess clients' financial needs and develop customized plans including investments, insurance, and retirement strategies. You will recommend financial products and monitor plans while educating clients and maintaining long-term relationships.

Open to part-timers and fresh graduates with internet access and a device. Ideal candidates have a 4-year degree, strong communication, and a willingness to grow in a client-focused advisory role within the Philippines

Qualifications

• Graduate of at least any 4-year course
• With internet connection—Preferably with laptop or tablet device
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Skills

Client needs assessment

Financial planning

Investment & insurance knowledge

Market monitoring

Financial education

Relationship management

Education

4-year degree

Job description

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.
• Graduate of at least any 4-year course
• With internet connection- Preferably with laptop or tablet device
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)