Insurance & Wealth Advisor – Entry-Level, Remote & Flexible

Pru Life UK - UOLIA by Lorelyne May Llasos; Cebu City; On-site; PHP 167,400 - 279,000; Part time

Benefits offered by this job

Commission

Performance bonus

Employee recognition program

Incentives

Job summary

Pru Life UK - UOLIA by Lorelyne May Llasos in Cebu City is seeking an on-site, entry-level Wealth Management Advisor. The role requires no prior experience and focuses on building client relationships and understanding insurance needs.

You will provide expert advice on available insurance products, conduct outreach to generate new business, and prepare proposals detailing coverage options. Strong communication and wealth management knowledge are essential.

Qualifications

• Bachelor’s degree in a relevant field preferred.
• 0–2 years of experience; entry-level candidates welcome.
• Strong communication and interpersonal skills.
• Knowledge of wealth management principles.

Responsibilities

• Build and maintain relationships with clients to understand their insurance needs.
• Provide expert advice on available insurance products and solutions.
• Conduct outreach to potential clients to generate new business opportunities.
• Prepare and present insurance proposals detailing coverage options.
• Effectively manage client accounts, ensuring satisfaction and retention.

Skills

Communication

Interpersonal skills

Wealth management knowledge

Education

Bachelor's degree in relevant field

Job description

Pru Life UK - UOLIA by Lorelyne May Llasos in Cebu City is seeking an on-site, entry-level Wealth Management Advisor. The role requires no prior experience and focuses on building client relationships and understanding insurance needs.

You will provide expert advice on available insurance products, conduct outreach to generate new business, and prepare proposals detailing coverage options. Strong communication and wealth management knowledge are essential.