Part-Time Financial Planner for Client Growth

Pru Life UK; Philippines; On-site; PHP 240,000 - 420,000; Full time

Job summary

Pru Life UK in the Philippines is seeking financial consultants to assess clients' needs, develop customized financial plans, and recommend investments, insurance, and retirement strategies.

You will educate clients on financial concepts, monitor plans, and maintain long-term relationships. Part-time or career-shifter candidates, fresh graduates welcome, a 4-year degree required, and a laptop/tablet with internet is preferred.

Qualifications

• Graduate of at least any 4-year course.
• Willing to work part-time or as a career shifter.
• Tech-enabled candidate with internet access (laptop/tablet) preferred.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Skills

Financial planning

Client communication

Education on financial concepts

Education

4-year degree or higher

Tools

Laptop or tablet

Internet connection

Job description

Pru Life UK in the Philippines is seeking financial consultants to assess clients' needs, develop customized financial plans, and recommend investments, insurance, and retirement strategies.

You will educate clients on financial concepts, monitor plans, and maintain long-term relationships. Part-time or career-shifter candidates, fresh graduates welcome, a 4-year degree required, and a laptop/tablet with internet is preferred.