Financial Planning & Insurance Advisor Lead

Pru Life UK; Philippines; On-site; PHP 910,000 - 1,820,000; Full time

Benefits offered by this job

Php 20K-40K weekly income

Local and international travel

Free HMO

Agent Savings Plan

Job summary

Pru Life UK – Team Kezia in the Philippines is seeking a motivated Financial Advisor who can deliver expert life insurance solutions and tailored financial plans to clients. You will assess client needs, design strategies, and present products that protect and grow their financial well‑being while building lasting relationships.

Responsibilities include client consultations, financial planning, insurance solutions, portfolio management, and ensuring compliance with regulations.

Qualifications

• Ability to assess client goals and advise on life insurance and financial plans.
• Create personalized financial plans including retirement and investments.
• Explain insurance options aligned with client risk profiles.

Responsibilities

• Conduct client consultations to assess needs and coverage.
• Develop detailed financial plans addressing life insurance and retirement.
• Recommend suitable insurance products to meet goals.
• Regularly review and adjust client portfolios for performance.
• Ensure compliance with regulations and company policies.
• Build strong client relationships with thoughtful follow-ups.
• Stay updated on market trends and products for informed advice.

Skills

Client consultations

Financial planning

Insurance products

Portfolio management

Compliance

Client relationship management

Market awareness

Education

Any 4yr course graduate

Fresh graduates welcome

Job description

Pru Life UK – Team Kezia in the Philippines is seeking a motivated Financial Advisor who can deliver expert life insurance solutions and tailored financial plans to clients. You will assess client needs, design strategies, and present products that protect and grow their financial well‑being while building lasting relationships.

Responsibilities include client consultations, financial planning, insurance solutions, portfolio management, and ensuring compliance with regulations.