Remote Financial Planning Associate - Flexible Growth

Marknel Lawrence Panaglima Reyes - Insurance

Quezon City

Hybrid

PHP 156,000 - 312,000

Part time

4 days ago

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Benefits offered by this job

Remote work

Flexible schedule

Monthly incentives

Quarterly bonuses

Professional training and mentorship

Travel incentives

Job summary

Pru Life UK is seeking motivated individuals in the Philippines for a Financial Planning Associate role. You will assist clients in understanding financial needs, explore insurance solutions, and provide policy support.

Fresh grads and career shifters welcome; flexible working arrangements and professional development are offered. The position supports remote work with quarterly bonuses, monthly incentives, and access to training and mentorship.

Qualifications

Graduate of a 4-year or 5-year college degree.
Fresh graduates are welcome to apply.
Good communication and interpersonal skills.
Experience in sales, customer service, or management is an advantage but not required.
Willing to undergo required training and complete the Insurance Agent Licensure Examination.
Able to work independently and manage responsibilities.

Responsibilities

Participate in online training and professional development sessions.
Conduct client consultations and financial needs assessments.
Explain suitable insurance and financial protection solutions based on clients' needs.
Assist clients with policy servicing, amendments, and claims-related inquiries.
Build and maintain professional relationships with clients.
Maintain accurate records of client consultations and related activities.