Insurance Advisor / Financial Advisor

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

Benefits offered by this job

Work from home setup

Quarterly bonuses

FREE travel incentives

HMO, Savings Funds, and Insurance Funds

FREE training

Job summary

Pru Life UK in Metro Manila seeks financial consultants to assist clients with their financial planning needs. This role allows part-time or full-time work with flexible hours. Responsibilities include offering solutions in life insurance, investment, and retirement planning, while advocating for financial literacy. No experience is required as training will be provided. Benefits include significant earning potential, quarterly bonuses, work-from-home setup, and travel incentives.

Qualifications

• Graduate of any Bachelor's degree.
• Filipino and residing in Metro Manila and nearby provinces.
• Must have a smartphone; an iPad or tablet is preferred.

Responsibilities

• Help clients with financial planning needs and priorities.
• Offer solutions like life insurance and wealth management.
• Advocate for financial literacy in the Philippines.

Skills

Listening

Financial literacy advocacy

Client relationship management

Education

Bachelor's degree

Job description

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 peoples lives.

We are the trusted leaders who listen and respond to the financial needs of the Filipino people.

We are the People that DO.

• Listening
• Understanding
• Delivering

Responsibilities

Help clients regarding their financial planning needs and priorities. Offer 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.

Benefits

• Work From Home Set-Up
• Part-time / full time: Work a minimum of 3-4 hours a day, and manage your own schedule!
• Earn an extra Php 20,000 to Php 80,000 monthly
• Quarterly bonuses and other performance incentives
• FREE travel incentives for Local AND International trips!
• HMO, Savings Funds, and Insurance Funds
• FREE trainings from most of the best financial consultants in the country
• Mobile # and soft copy of Resume
• Graduate of any Bachelor degree
• No experience required (All trainings will be provided)
• Filipino and residing in Metro Manila and Nearby provinces
• Must have a smartphone. Preferably with iPad and Tablet. (Laptop a plus, but not required)
• Willing to attend meetings at least 2 times a month via Zoom