Remote Insurance & Financial Planning Strategist

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

Job summary

Pru Life UK invites driven individuals to start a career in insurance and financial services as Financial Planning Strategists. Fresh graduates and professionals can apply, with training and licensing support provided.

Roles include client consultations, product recommendations, and policy servicing, with a strong emphasis on relationships and compliance. Part-time and full-time opportunities exist, primarily remote, with flexible scheduling and performance-based incentives.

Qualifications

• Graduate of a 4-year or 5-year college degree program.
• Fresh graduates are welcome to apply.
• Experience in sales, customer service, or financial services is an advantage but not required.
• Willing to undergo training and complete the required insurance licensing examination.
• Good 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

Remote work adaptability

Education

4- or 5-year college degree

Fresh graduates welcome

Job description

Pru Life UK invites driven individuals to start a career in insurance and financial services as Financial Planning Strategists. Fresh graduates and professionals can apply, with training and licensing support provided.

Roles include client consultations, product recommendations, and policy servicing, with a strong emphasis on relationships and compliance. Part-time and full-time opportunities exist, primarily remote, with flexible scheduling and performance-based incentives.