Financial Advisor (Part-Time or Full-Time)

Pru Life UK, Alexandrite 2 Summit; Makati; On-site; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Unlimited income potential

Performance bonuses

Travel incentives

Flexible schedule

Professional development programs

Career progression opportunities

Flexible schedule

Professional development

Career progression

Job summary

A leading financial services firm in the Philippines is seeking a Financial Advisor to help clients achieve their financial goals. In this role, you'll assess clients' financial needs and recommend suitable insurance and investment solutions. No prior sales experience is required, as comprehensive training will be provided. This position offers unlimited income potential, performance bonuses, and opportunities for travel incentives. Ideal for fresh graduates looking to start a rewarding career in finance.

Qualifications

• Fresh graduates are highly encouraged to apply.
• No sales background required; comprehensive training is provided.
• Must be willing to undergo government licensing exams.
• Willingness to undergo Insurance Commission licensing exams.
• Stable internet and a device for digital appointments if hybrid/remote work is applicable.

Responsibilities

• Assess clients’ financial needs and goals.
• Provide professional advice on financial and insurance solutions.
• Build and maintain long-term client relationships.
• Prepare and present clear and ethical financial proposals.
• Assist clients with policy applications, reviews, and after-sales service.
• Build and maintain long-term client relationships through regular communication.
• Ensure compliance with company policies and industry regulations.
• Participate in training, meetings, and ongoing professional development.

Skills

Strong communication and interpersonal skills

Goal-oriented

Self-motivated

Eager to learn

Digital appointments readiness

Job description

About Us: PRU LIFE UK is a leading financial services firm dedicated to helping Filipino families achieve financial security and prosperity. We are currently expanding our team and looking for driven individuals who are passionate about making a positive impact on people's lives.

The Role As a Financial Advisor, you will be the bridge between our clients and their financial goals. You will analyze clients’ financial needs, recommend suitable insurance and investment solutions, and build long-term relationships based on trust and service.

Roles and Responsibilities:

• Assess clients’ financial needs, goals, and risk profile
• Provide professional advice on protection, savings, investment, and retirement planning
• Recommend suitable financial and insurance solutions aligned with clients’ objectives
• Prepare and present clear and ethical financial proposals
• Assist clients with policy applications, reviews, and after-sales service
• Build and maintain long-term client relationships through regular communication
• Ensure compliance with company policies, industry regulations, and ethical standards
• Participate in required training, meetings, and continuous professional development

This role requires professionalism, integrity, and a strong commitment to client-focused service.

Requirements

• Fresh Graduates are highly encouraged to apply.
• No Sales Background required. Comprehensive training is provided.
• Goal-oriented, self-motivated, and eager to learn.
• Strong communication and interpersonal skills.
• Must be willing to undergo government licensing exams (Insurance Commission).
• Must have a stable internet connection and a device for digital appointments (if hybrid/remote work is applicable).

Compensation & Benefits

• Unlimited Income Potential: Competitive commission rates with no income ceiling.
• Performance Bonuses: Quarterly and annual cash bonuses for top performers.
• Travel Incentives: All-expense-paid travel opportunities to domestic and international destinations (e.g., Japan, Europe, USA) for qualifiers.
• Group Life Insurance, HMO, Agent's Savings Fund.
• Flexible Schedule: Manage your own time—ideal for those balancing other commitments or seeking work-life balance.
• Professional Development: World-class training programs, mentorship from industry leaders, and support for professional certifications.
• Career Progression: Clear path to management and agency leadership roles.