Financial Planning Associate – Flexible Work Setup

Marknel Lawrence Panaglima Reyes - Insurance; Quezon City; Hybrid; PHP 156,000 - 312,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Monthly incentives

Quarterly bonuses

Professional training and mentorship

Travel incentives

Job summary

Pru Life UK is seeking motivated individuals in the Philippines for a Financial Planning Associate role. You will assist clients in understanding financial needs, explore insurance solutions, and provide policy support.

Fresh grads and career shifters welcome; flexible working arrangements and professional development are offered. The position supports remote work with quarterly bonuses, monthly incentives, and access to training and mentorship.

Qualifications

• Graduate of a 4-year or 5-year college degree.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Experience in sales, customer service, or management is an advantage but not required.
• Willing to undergo required training and complete the Insurance Agent Licensure Examination.
• Able to work independently and manage responsibilities.

Responsibilities

• Participate in online training and professional development sessions.
• Conduct client consultations and financial needs assessments.
• Explain suitable insurance and financial protection solutions based on clients' needs.
• Assist clients with policy servicing, amendments, and claims-related inquiries.
• Build and maintain professional relationships with clients.
• Maintain accurate records of client consultations and related activities.

Skills

Communication skills

Interpersonal skills

Sales experience

Fresh graduates welcome

Education

4-year/5-year college degree

Job description

About the Opportunity

We are looking for motivated individuals interested in developing a career in insurance and financial services with Pru Life UK.

As a Financial Planning Associate, you will assist clients in understanding their financial needs, exploring suitable insurance solutions, and providing policy support.

This opportunity is open to fresh graduates, working professionals, and career shifters seeking flexible working arrangements and professional development.

Key Responsibilities

• Participate in online training and professional development sessions.

• Conduct client consultations and financial needs assessments.

• Explain suitable insurance and financial protection solutions based on clients' needs.

• Assist clients with policy servicing, amendments, and claims-related inquiries.

• Build and maintain professional relationships with clients.

• Maintain accurate records of client consultations and related activities.

Compensation and Opportunities

• Commission-based compensation determined by individual performance.

• Flexible working schedule.

• Primarily remote work arrangement.

• Monthly performance-based incentives.

• Quarterly bonuses, subject to qualification.

• Professional training and mentorship.

• Recognition and career development opportunities.

• Local and international travel incentives for qualified individuals.

• Access to applicable company programs, subject to eligibility.

Qualifications

• Graduate of a 4-year or 5-year college degree program.

• Fresh graduates are welcome to apply.

• Good communication and interpersonal skills.

• Experience in sales, customer service, or management is an advantage but not required.

• Willing to undergo required training and complete the Insurance Agent Licensure Examination.

• Able to work independently and manage responsibilities.

• Filipino citizen currently residing in the Philippines.

Work Arrangement

• Engagement: Part-time or Full-time

• Schedule: Flexible, approximately 2–4 hours per day for part-time engagement.

• Location: Primarily remote / Work From Home

• In-Person Meetings: Quarterly meetings in Makati

This is an opportunity to develop professional skills in financial consulting while assisting clients with their financial protection needs.

Interested applicants may submit their applications to learn more about the role, qualifications, and recruitment process.