Hybrid Financial Advisor: Insurance & Planning

Pru Life UK-Royals Branch - Djamila H. Eugenio; Pasay; Hybrid; PHP 167,000 - 279,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

HMO

Retirement Plan

Flexible Hours

Free trainings

Job summary

A leading life insurance company in Metro Manila seeks part-time financial advisors to assess clients’ financial needs and provide product recommendations. Ideal candidates are graduates of any 4-year course with strong communication skills. Responsibilities include educating clients on savings, insurance, and investments while maintaining client relationships. The role offers hybrid work flexibility, performance bonuses, and opportunities for professional development.

Responsibilities

• Assess clients’ financial needs and goals.
• Provide financial planning and product recommendations.
• Educate clients on savings, insurance, and investments.
• Build and maintain client relationships.
• Ensure compliance with the company policy.
• Continuously learn.

Skills

People Oriented

Communication Skills

Team Player

Education

Graduate of any 4 year course

Job description

A leading life insurance company in Metro Manila seeks part-time financial advisors to assess clients’ financial needs and provide product recommendations. Ideal candidates are graduates of any 4-year course with strong communication skills. Responsibilities include educating clients on savings, insurance, and investments while maintaining client relationships. The role offers hybrid work flexibility, performance bonuses, and opportunities for professional development.