Remote Financial Planning Strategist (Insurance)

Marknel Lawrence Panaglima Reyes - Insurance; San Juan; Remote; PHP 102,000 - 122,000; Part time

Benefits offered by this job

Professional training and mentorship

Performance-based incentives

Career development opportunities

Job summary

Pru Life UK is seeking individuals to build a career in insurance and financial services. As a Financial Planning Strategist, you will help clients identify protection needs, explain solutions, and support decision-making aligned with personal goals. Open to fresh graduates and career shifters, with remote-friendly options.

The role emphasizes training, client consultations, and ongoing professional development, with incentives and growth opportunities in a dynamic financial services environment.

Qualifications

• Must hold a 4- or 5-year college degree.
• Fresh graduates are welcome to apply.
• Sales, customer service or financial services experience is a plus but not required.
• Willing to undergo training and complete the insurance licensing examination.
• Strong communication and interpersonal skills.
• Able to work independently and manage responsibilities.
• Currently residing in the Philippines.

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 related inquiries.
• Build and maintain professional relationships with clients.
• Maintain accurate records of client consultations and related activities.

Skills

Communication skills

Interpersonal skills

Independent work

Education

College degree (4- or 5-year)

Job description

Pru Life UK is seeking individuals to build a career in insurance and financial services. As a Financial Planning Strategist, you will help clients identify protection needs, explain solutions, and support decision-making aligned with personal goals. Open to fresh graduates and career shifters, with remote-friendly options.

The role emphasizes training, client consultations, and ongoing professional development, with incentives and growth opportunities in a dynamic financial services environment.