Financial Planning Strategist (Remote | Part-Time / Full-Time)

Marknel Lawrence Panaglima Reyes - Insurance; San Juan; À distance; PHP 102 000 - 122 000; Temps partiel

Avantages offerts par ce poste

Professional training and mentorship

Performance-based incentives

Career development opportunities

Résumé du poste

Pru Life UK is seeking individuals to build a career in insurance and financial services. As a Financial Planning Strategist, you will help clients identify protection needs, explain solutions, and support decision-making aligned with personal goals. Open to fresh graduates and career shifters, with remote-friendly options.

The role emphasizes training, client consultations, and ongoing professional development, with incentives and growth opportunities in a dynamic financial services environment.

Qualifications

• Must hold a 4- or 5-year college degree.
• Fresh graduates are welcome to apply.
• Sales, customer service or financial services experience is a plus but not required.
• Willing to undergo training and complete the insurance licensing examination.
• Strong communication and interpersonal skills.
• Able to work independently and manage responsibilities.
• Currently residing in the Philippines.

Responsabilités

• Participate in required training and professional development programs.
• Conduct financial needs assessments and client consultations.
• Present insurance and financial protection solutions based on client needs.
• Assist policyholders with policy servicing and related inquiries.
• Build and maintain professional relationships with clients.
• Maintain accurate records of client consultations and related activities.

Connaissances

Communication skills

Interpersonal skills

Independent work

Formation

College degree (4- or 5-year)

Description du poste

About the Role

Pru Life UK is looking for individuals interested in developing a career in insurance and financial services.

As a Financial Planning Strategist, you will assist clients in identifying their financial protection needs, understanding available insurance solutions, and making informed decisions based on their personal goals and priorities.

This opportunity is open to fresh graduates, working professionals, and career shifters interested in professional development within the financial services industry.

Key Responsibilities

• Participate in required training and professional development programs.

• Conduct financial needs assessments and client consultations.

• Present insurance and financial protection solutions based on client needs.

• Assist policyholders with policy servicing and related inquiries.

• Build and maintain professional relationships with clients.

• Maintain accurate records of client consultations and related activities.

Qualifications

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

• Fresh graduates are welcome to apply.

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

• Willing to undergo training and complete the required insurance licensing examination.

• Good communication and interpersonal skills.

• Able to work independently and manage responsibilities.

• Currently residing in the Philippines.

Compensation and Professional Development

• Potential earnings of ₱10,000 or more, depending on individual performance.

• Professional training and mentorship programs.

• Performance-based incentives, subject to qualification.

• Career development and advancement opportunities.

• Recognition programs for qualified individuals.

Work Arrangement

• Part-time and full-time opportunities available.

• Flexible scheduling based on professional responsibilities.

• Primarily remote work arrangement.

• Participation in scheduled training sessions and team activities may be required.