Remote Financial Planning Strategist - Flexible Hours

Marknel Lawrence Panaglima Reyes - Insurance; Batangas City; Remote; PHP 102,000 - 122,000; Full time

Benefits offered by this job

Mentorship program

Career development

Performance incentives

Remote work

Job summary

Pru Life UK is seeking individuals to develop a career in insurance and financial services. A Financial Planning Strategist will help clients identify protection needs, explain solutions, and guide decisions aligned with personal goals.

Open to fresh graduates and career shifters, with part-time and full-time options and primarily remote work. Training and licensing are provided to advance professionally in the financial services industry.

Qualifications

• Clear communication and client-facing skills are required.
• Ability to build relationships and work independently.
• Willingness to undergo training and licensing exams.

Responsibilities

• Participate in required training and professional development programs.
• Conduct financial needs assessments and client consultations.
• Present insurance and financial protection solutions based on client needs.
• Assist policyholders with policy servicing and inquiries.
• Build and maintain professional relationships with clients.
• Maintain accurate records of client consultations and activities.

Skills

Good communication

Interpersonal skills

Independent worker

Willing to undergo training

Education

4-year college degree

Job description

Pru Life UK is seeking individuals to develop a career in insurance and financial services. A Financial Planning Strategist will help clients identify protection needs, explain solutions, and guide decisions aligned with personal goals.

Open to fresh graduates and career shifters, with part-time and full-time options and primarily remote work. Training and licensing are provided to advance professionally in the financial services industry.