Part-Time Financial Consultant of Pru Life UK

Pru Life UK

Philippines

On-site

PHP 1,040,000 - 2,080,000

Full time

14 days+

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Benefits offered by this job

Weekly income

Travel opportunities

Free HMO

Agent Savings Plan

4-year graduate eligibility

Fresh graduates welcome

Goal-driven

Part-time / Full-time

Bonus potential for full-time

Job summary

PRU LIFE UK - TEAM KEZIA is seeking a motivated Financial Advisor to provide expert financial advice and life insurance solutions. You will work with clients to understand needs, develop personalized plans, and offer a range of insurance products to protect and enhance financial well-being.

Responsibilities include client consultations, financial planning, insurance solutions, portfolio management, compliance, and building lasting client relationships while staying informed on market trends.

Qualifications

Client consultations to assess clients' financial goals, needs, and existing coverage.
Develop personalized financial plans, including life insurance, retirement planning, and investment strategies.
Stay updated on market trends, insurance products, and industry developments to provide informed advice.

Responsibilities

Conduct one-on-one consultations with clients to assess financial goals, needs, and coverage.
Create detailed financial plans addressing life insurance, retirement planning, and investments.
Recommend and explain insurance products aligned with clients' goals and risk profiles.
Review and manage clients' insurance portfolios, adjusting as needed for alignment with goals.
Ensure all advice and transactions comply with regulations and company policies.
Build and maintain strong client relationships through follow-ups and tailored solutions.
Stay informed on market trends and regulatory changes to provide up-to-date guidance.

Education

Any 4 year course graduate

Job description

PRU LIFE UK - TEAM KEZIA is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. Join our team and be a part of a company that values excellence, integrity, and client success.

We are looking for a motivated and client-focused Financial Advisor to join our team at PRU LIFE UK - TEAM KEZIA. In this role, you will be responsible for delivering expert financial advice and life insurance solutions to our clients. You will work closely with clients to understand their needs, develop personalized financial plans, and offer a range of insurance products designed to protect and enhance their financial well-being.

Client Consultation

Conduct one-on-one consultations with clients to assess their financial goals, needs, and existing coverage.

Financial Planning

Create detailed financial plans and strategies that address clients' needs, including life insurance, retirement planning, and investment strategies.

Insurance Solutions

Recommend and explain insurance products and services that are best suited to meet clients' financial goals and risk profiles.

Portfolio Management

Regularly review and manage clients' insurance portfolios, making recommendations for adjustments as necessary to ensure optimal performance and alignment with clients' goals.

Compliance