Financial Advisor: Wealth & Insurance Strategy

Pru Life Insurance Corporation of U.K - Black Orcas; Pasig; On-site; PHP 260,000 - 420,000; Full time

Job summary

A leading insurance firm in the Philippines is looking for financial advisors to provide personalized financial advice and strategies regarding insurance and superannuation products. You will analyze clients’ financial situations, educate them on policies, and collaborate with a strong team. Fresh graduates and graduating students are encouraged to apply. Stay updated on regulations and market trends while ensuring compliance.

Qualifications

• Required: Graduated from a four-year course.
• Both fresh graduates and graduating students are encouraged to apply.

Responsibilities

• Provide personalized financial advice regarding insurance and superannuation products.
• Analyze clients’ financial situations for tailored wealth strategies.
• Educate clients on insurance policies and retirement planning.
• Collaborate with a knowledgeable team in the insurance sector.
• Stay current on industry regulations and market trends.

Education

4 year course degree

Job description

A leading insurance firm in the Philippines is looking for financial advisors to provide personalized financial advice and strategies regarding insurance and superannuation products. You will analyze clients’ financial situations, educate them on policies, and collaborate with a strong team. Fresh graduates and graduating students are encouraged to apply. Stay updated on regulations and market trends while ensuring compliance.