Financial Coach

Pru Life UK; Mandaluyong; Hybrid; PHP 500,000 - 800,000; Full time

Benefits offered by this job

Flexible work arrangements

Performance-based compensation

Professional development support

Incentives and bonuses

Job summary

Pru Life UK is looking for a Financial Coach based in Metro Manila to provide expert financial guidance and help clients achieve their financial goals. This role involves assessing clients' financial situations, developing customized plans, and advising on investments.

The ideal candidate should have a Bachelor's degree and strong skills in financial planning. Flexible work arrangements are available, along with a performance-based compensation structure and opportunities for professional development.

Qualifications

• Knowledgeable in financial advisory with a client-focused approach.
• Understanding of investment planning and risk management.
• Must reside in Metro Manila or nearby areas.

Responsibilities

• Assess clients' financial goals and current situations.
• Develop customized financial plans including investments and insurance.
• Advise clients on asset allocation and investment options.
• Monitor clients accounts and review financial plans regularly.
• Stay informed about financial trends and regulations.
• Cultivate long-term client relationships through communication.
• Comply with industry rules and regulations.
• Generate new business through referrals and networking.

Skills

Client-focused financial advisory

Investment planning

Risk management

Estate planning

Education

Bachelor's degree in any four-year course

Job description

Job Title: Financial Coach

Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City

Job Type: Full-time/Part-time

Job Summary

• We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
• This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.

Key Responsibilities

• Assess clients' financial goals, current financial situations, and risk tolerance.
• Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
• Advise clients on asset allocation, portfolio management, and investment options.
• Monitor clients accounts and regularly review financial plans to ensure goals are on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long-term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations.
• Generate new business through referrals, networking, and prospecting.

Required Qualifications

• Bachelor's degree in any four-year course from an accredited institution.
• Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings.

Compensation & Benefits

• Flexible work arrangements available (hybrid or remote setup based on role requirements and performance).
• Performance-based compensation structure with unlimited earning potential through commissions.
• Support for professional development, including training programs and assistance with licensing requirements.
• Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements.