Insurance Advisor / Financial Advisor

Pru Life UK - Team Gerard; Makati; On-site; PHP 223,200 - 892,800; Part time

Benefits offered by this job

Quarterly bonuses

Free travel incentives

Mobile phone provided

Free trainings

Job summary

A leading financial services company in Metro Manila seeks motivated individuals to assist clients with financial planning and investment solutions. The role offers the flexibility to work part-time or full-time from home, with earnings ranging from Php 20,000 to Php 80,000 monthly and various bonuses. The ideal candidate is a graduate, fluent in Filipino, and must be residing in the Metro Manila area. Training will be provided to ensure success in this rewarding field.

Qualifications

• Graduate holding any bachelor degree.
• No prior experience required; all training will be provided.
• Must have a smartphone (iPad and tablet preferred; laptop optional).

Responsibilities

• Assist clients in identifying their financial planning needs.
• Present a variety of financial products.
• Promote financial literacy to clients.

Skills

Fluent Filipino

Financial planning

Client advocacy

Education

Bachelor's degree

Tools

Smartphone

Job description

Company Overview

Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country.

We take the risk out of people’s lives. We are the trusted leaders who listen and respond to the financial needs of the Filipino people. We are the People that DO.

Job Description

Help clients regarding their financial planning needs and priorities by offering solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others. Advocate the importance of financial literacy in the Philippines.

Responsibilities

• Assist clients in identifying their financial planning needs and priorities.
• Present and explain a variety of financial products including investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management.
• Promote financial literacy and educate clients about their options.
• Attend meetings at least twice a month via Zoom and manage own schedule for part‑time work.

Qualifications

• Graduate holding any bachelor degree.
• No prior experience required – all training will be provided.
• Fluent Filipino and residing in Metro Manila or nearby provinces.
• Must have a smartphone (iPad and tablet preferred; laptop optional).

Benefits

• Work-from-home set‑up.
• Part‑time / full‑time flexibility: work a minimum of 3‑4 hours a day and manage your own schedule.
• Monthly earnings between Php 20,000 to Php 80,000.
• Quarterly bonuses and other performance incentives.
• Free travel incentives for local and international trips.
• HMO, savings funds, and insurance funds.
• Free trainings from leading financial consultants.
• Mobile # and soft copy of resume provided.

Working Location

Unit G and H 30F, Burgundy Corporate Tower, 252 Sen. Gil J. Puyat Ave, Makati, 1200 Metro Manila, Philippines