Part Time Financial Advisor

Pru Life UK - UOLIA by RV John R. Maxian; Pasay; On-site; PHP 167,400 - 390,600; Part time

Benefits offered by this job

Commission

Performance Bonus

Incentives

Life Insurance

Apprenticeship Program

Job Training

Mentorship Program

Flexible Hours

Work from Home

Job summary

Pru Life UK - UOLIA by RV John R. Maxian in Pasay City is seeking a part-time financial advisor who can provide guidance on investments, insurance, and retirement planning.

You will educate clients and tailor solutions to their financial goals while building lasting relationships. Responsibilities include using social media to enhance engagement, participating in sales training, and supporting the team with lead generation and client education.

Qualifications

• Educational qualifications include a Bachelor’s degree in Finance, Business or related field.
• Experience: 0–2 years in a client-oriented role, preferably in finance or sales.
• Strong communication, relationship building and sales support skills.

Responsibilities

• Provide financial advice and guidance to clients on investment strategies, insurance, and retirement planning.
• Build and maintain strong relationships with clients to understand their financial goals.
• Assist clients in understanding financial products and services, including insurance and investment options.
• Utilize social media platforms to enhance client engagement and lead generation.
• Participate in sales training and support activities to enhance personal sales effectiveness.

Skills

Communication Skills

Insurance

Relationship Building

Social Media

Sales Support

Sales Training

Finance Industry

Education

Bachelor’s degree in Finance, Business or related field

Job description

Pru Life UK - UOLIA by RV John R. Maxian

Hybrid - Pasay No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Incentives

Insurance Health & Wellness

Life Insurance

Professional Development

Apprenticeship Program, Job Training, Mentorship Program, Professional Development

Work-Life Balance

Flexible Hours, Work from Home

Description

• Provide financial advice and guidance to clients on investment strategies, insurance, and retirement planning.


• Build and maintain strong relationships with clients to understand their financial goals.


• Assist clients in understanding financial products and services, including insurance and investment options.


• Utilize social media platforms to enhance client engagement and lead generation.


• Participate in sales training and support activities to enhance personal sales effectiveness.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field


• Experience Level: 0–2 years of experience in a client-oriented role, preferably in finance or sales


• Skills and Competencies: Strong communication skills, relationship building, and sales support


• Responsibilities and Duties: Ability to educate clients on financial offerings and tailor solutions to their needs


• Qualities and Traits: Proactive, professional demeanor, and a strong willingness to learn

• Communication Skills


• Insurance


• Relationship Building


• Social Media


• Sales Support


• Sales Training


• Finance Industy


• Sales/Leasing

RV John Maxian

HR Manager Pru Life UK - UOLIA by RV John R. Maxian

Working Location

Ground Floor, Pru Life UK, Five Ecom Center, Harbor Dr, Pasay City, Metro Manila, Philippines