Financial Consultant - Work from Home

Pru Life UK; Philippines; On-site; PHP 180,000 - 360,000; Full time

Job summary

Pru Life UK is seeking a proactive Financial Advisor in the Philippines to guide clients in managing finances, investments, insurance, and retirement planning.

You will assess client needs, develop personalized plans, and promote suitable financial products while maintaining strong relationships and upholding integrity.

Qualifications

• Bachelor's degree in any 4-year course.
• Excellent communication and interpersonal skills.
• Strong sales and customer service abilities.
• Self-motivated with results-driven approach.
• Ability to work independently and as part of a team.
• High integrity and commitment to client success.

Responsibilities

• Assess clients’ financial situation, goals, and risk tolerance through in-depth consultations.
• Create personalized financial plans covering budgeting, saving, investing, retirement, education, and insurance.
• Recommend suitable financial products such as life insurance, investment plans, health insurance, and retirement funds.
• Assist clients with policy applications, documentation, and claims.
• Conduct regular follow-ups to review and update financial plans based on client goals or market changes.
• Educate clients on financial literacy, investment options, and insurance benefits.
• Meet sales targets and contribute to team goals.
• Attend training sessions and stay updated on the latest financial tools, trends, and regulatory changes.
• Build and maintain strong, long-term relationships with clients.
• Uphold the highest standards of integrity, professionalism, and client confidentiality.

Skills

Excellent communication

Interpersonal skills

Analytical skills

Strong sales

Customer service

Self-motivated

Results-driven

Independent and team work

Integrity

Education

Bachelor's degree: any 4-year course

Job description

A Financial Advisor provides clients with expert guidance on managing their finances, including investments, savings, insurance, and retirement planning. The goal is to help clients achieve financial security and long-term financial goals by offering tailored advice and financial products that suit their needs and life stages.

• Assess clients’ financial situation, goals, and risk tolerance through in-depth consultations.


• Create personalized financial plans covering budgeting, saving, investing, retirement, education, and insurance.


• Recommend suitable financial products such as life insurance, investment plans, health insurance, and retirement funds.


• Assist clients with policy applications, documentation, and claims.


• Conduct regular follow-ups to review and update financial plans based on changes in client goals or market conditions.


• Educate clients on financial literacy, investment options, and insurance benefits.


• Meet sales targets and contribute to team goals.


• Attend training sessions and stay updated on the latest financial tools, market trends, and regulatory changes.


• Build and maintain strong, long-term relationships with clients.


• Uphold the highest standards of integrity, professionalism, and client confidentiality.


• Bachelor's degree: any 4-year course (Graduated or at least 4th year college graduating this year).


• Excellent communication, interpersonal, and analytical skills.


• Strong sales and customer service abilities.


• Self-motivated, with a results-driven approach.


• Ability to work independently and as part of a team.


• High level of integrity and commitment to client success.