Remote Financial Planner and Insurance Advisor

Pru Life UK; Taguig; Remote; PHP 223,000 - 893,000; Part time

Benefits offered by this job

Work From Home

Flexible schedule

Bonus incentives

Travel incentives

HMO

Savings Funds

Insurance Funds

Free trainings

Job summary

Pru Life UK in the Philippines is offering a flexible work arrangement where you can work from home for 3-4 hours daily, with the potential to earn ₱20,000 to ₱80,000 monthly. Training is provided and no prior experience is required.

Ideal for individuals who want to start a career in financial planning, the role involves helping clients with investment, life insurance, and wealth management needs while enjoying bonuses, health coverage, and other benefits.

Qualifications

• Must own a smartphone and be willing to use Zoom for meetings.
• Residence in Metro Manila or nearby provinces is preferred.
• Willing to attend online meetings at least 2 times a month via Zoom.

Responsibilities

• Help clients with financial planning needs and priorities, offering solutions such as investment, life insurance, and education funding.
• Advocate financial literacy and guide clients toward retirement funding and wealth management options.
• Support clients in understanding and selecting suitable insurance and investment proposals.

Skills

Smartphone

Zoom

Education

Bachelor's degree

Tools

Zoom

Job description

Pru Life UK in the Philippines is offering a flexible work arrangement where you can work from home for 3-4 hours daily, with the potential to earn ₱20,000 to ₱80,000 monthly. Training is provided and no prior experience is required.

Ideal for individuals who want to start a career in financial planning, the role involves helping clients with investment, life insurance, and wealth management needs while enjoying bonuses, health coverage, and other benefits.