Financial Planner - WFH

Pru Life UK; Philippines; On-site; PHP 300,000 - 600,000; Full time

Job summary

Pru Life UK in the Philippines seeks a proactive Financial Advisor to guide clients in financial planning, investments, insurance, and other financial solutions.

You will build relationships with individuals and corporate clients, perform needs analyses, and tailor strategies to help clients achieve financial security. Training provided; fresh graduates welcomed.

Qualifications

• Bachelor’s degree in any field will be considered for qualified candidates.
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.

Responsibilities

• Guide clients in financial planning, investments, insurance, and other financial solutions.
• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analyses to understand goals and risk tolerance.
• Develop customized financial plans including savings, investments, insurance, and retirement plans.
• 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 team performance.
• Participate in training programs to stay updated on products and regulations.

Skills

Interpersonal skills

Verbal communication

Analytical thinking

Self-motivated

Sales experience (advantage)

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.
• Bachelor’s degree in any degree will be considered for qualified candidates.
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Sales experience is an advantage but not required—training will be provided.
• Open to fresh graduates and career shifters passionate about helping others achieve financial security.