Parttime Insurance Adviser

Pru Life UK; Pasay; On-site; PHP 300,000 - 600,000; Full time

Job summary

Pru Life UK in the Philippines is seeking a financial advisor to conduct thorough assessments of client goals and risk tolerance, then craft tailored financial plans and investment strategies that suit each profile.

You will provide ongoing advice, monitor markets and regulatory changes, adjust plans as needed, and build lasting relationships through regular communication and exceptional service to help clients achieve their financial objectives.

Responsibilities

• Conduct thorough financial assessment to understand clients' financial goals
• Develop and implement tailored financial plans and investment strategies
• Provide continuous advice and support to clients ensuring their financial plans align with their goals
• Stay updated with financial markets, investment products and regulatory changes
• Build and maintain strong client relationships through regular communication and exceptional customer service

Job description

• Conduct thorough financial assessment to understand clients financial goals
• Develop and implement tailored financial plans and investment strategies
• Provide continuous advice and support to clients ensuring their financial plans align with their goals
• Stay update with financial markets, investment products and regulatory changes
• Build and maintain strong client relationships through regular communication and exceptional customer service