Financial Advisor - WFH

Pru Life UK; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

Pru Life UK is seeking a Financial Advisor to guide clients in financial planning, investments, insurance, and other financial solutions, tailoring strategies to goals and risk tolerance.

You will build client relationships, conduct needs analyses, develop customized plans, and drive business development while staying updated on products and regulations.

Bachelor’s degree required; 1–3 years of experience preferred; certifications/licensing ongoing as applicable.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience preferred.
• Certifications and licenses to practice as a financial advisor may be obtained.

Responsibilities

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analyses to understand goals and risk tolerance.
• Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Proactively identify new clients through networking, referrals, and lead generation.

Skills

Relationship management

Financial planning

Sales

Communication

Education

Bachelor's degree

Job description

As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.

Client Relationship Management

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.

Financial Planning And Advisory

• Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.

Sales And Business Development

• Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients' needs.
• Meet or exceed sales targets and contribute to the team’s overall performance.

Training And Development

• Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
• Obtain necessary certifications and licenses to practice as a financial advisor.
• 1-3 years of experience
• Bachelor's Degree Required