Full-Time (Assistant Unit Manager/Financial Advisor)

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 is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.

Position Overview

We are looking for a motivated and client-focused Financial Advisor to join our team at PRU Life UK - Team Kezia. In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.

Client Consultation: Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.

Financial Planning: Create detailed financial plans and strategies that address clients’ needs, including life insurance, retirement planning, and investment strategies.

Insurance Solutions: Recommend and explain insurance products and services that are best suited to meet clients’ financial goals and risk profiles.

Portfolio Management: Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.

Compliance: Ensure all financial advice and transactions comply with industry regulations and company policies.

Client Relationship Management: Build and maintain strong relationships with clients through consistent follow-ups, excellent customer service, and tailored financial solutions.

Market Awareness: Stay updated on market trends, insurance products, and industry developments to provide informed and up-to-date advice to clients.

What We Offer

• Php 20K-40K weekly income
• Local and international travel opportunities
• Free HMO
• Agent Savings Plan

• Any 4yr course graduate
• Fresh graduates are welcome
• Goal-driven
• Part-time or Full-time
• For Full-timers Sales Manager - extra 20K to 100K