Financial Planning Consultant — Part-Time & Flexible

Pru Life UK; Philippines; Vor Ort; PHP 200.000 - 400.000; Vollzeit

Zusammenfassung

Pru Life UK is seeking motivated financial professionals to help clients build secure futures through tailored financial plans. You will assess needs, recommend products, and guide clients from investment, insurance to retirement strategies.

You will educate clients on risk management, monitor plans over time, and nurture long-term relationships. A 4-year degree is required; internet access and a laptop or tablet are preferred to enable remote support and client onboarding.

Qualifikationen

• Graduate of a 4-year course.
• With internet connection.
• Preferably with a laptop or tablet device.

Aufgaben

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Kenntnisse

Financial planning

Risk assessment

Client relations

Product knowledge

Ausbildung

4-year degree

Tools

CRM software

MS Office

Jobbeschreibung

Pru Life UK is seeking motivated financial professionals to help clients build secure futures through tailored financial plans. You will assess needs, recommend products, and guide clients from investment, insurance to retirement strategies.

You will educate clients on risk management, monitor plans over time, and nurture long-term relationships. A 4-year degree is required; internet access and a laptop or tablet are preferred to enable remote support and client onboarding.