Remote Insurance & Financial Advisor | Flexible Hours

Pru Life UK - Royals Branch - Oliver Tesorero; Pasay; Hybrid; PHP 334,800 - 558,000; Full time

Benefits offered by this job

Flexible hours

Travel concierge

Work from home option

Job summary

A leading financial services company in Metro Manila is seeking a Financial Advisor to help individuals and families secure their financial future through planning, protection, and investment strategies. Responsibilities include prospecting clients, conducting financial analyses, recommending plans, and providing after-sales service. The ideal candidate should be a college graduate with strong communication skills and a tech-savvy approach. The position offers flexible hours and a work-from-home option.

Qualifications

• Good communication and interpersonal skills.
• Tech-savvy with online tools.
• Willing to undergo training and certification.

Responsibilities

• Prospect and connect with potential clients.
• Conduct financial needs analysis.
• Recommend suitable insurance and investment plans.
• Assist clients in policy application and processing.
• Provide after-sales service and regular policy reviews.
• Meet personal and team sales targets.

Skills

Good communication and interpersonal skills

Tech-savvy

Goal-oriented

Education

College graduate (any course)

Job description

A leading financial services company in Metro Manila is seeking a Financial Advisor to help individuals and families secure their financial future through planning, protection, and investment strategies. Responsibilities include prospecting clients, conducting financial analyses, recommending plans, and providing after-sales service. The ideal candidate should be a college graduate with strong communication skills and a tech-savvy approach. The position offers flexible hours and a work-from-home option.