Senior Financial Coach & Team Lead (Hybrid/Remote)

PRU life UK (Prime Summit); Mandaluyong; Hybrid; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Hybrid work model

HMO Health Benefits

Annual company events

Annual company trip

Free meals

Retirement plan

Flexible hours

Job summary

PRU Life UK, Prime Summit Life Insurance Agency in Mandaluyong is seeking a Senior professional to lead a team of Financial Advisors and deliver personalized financial coaching. You will develop customized plans and educate clients on budgeting, saving, and investing, guiding them toward informed financial choices while monitoring progress.

The role offers a hybrid work setup in Mandaluyong with opportunities for growth, mentorship, and career development within the organization.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Adaptable with a growth mindset; leadership and organizational skills.
• Excellent communication and interpersonal abilities; able to manage client relationships independently.

Responsibilities

• Lead and mentor a group of Financial Advisors
• Provide personalized financial coaching sessions to clients to help them achieve their financial goals.
• Develop and implement customized financial plans based on individual client needs and circumstances.
• Educate clients on financial literacy concepts, including budgeting, saving, and investing.
• Guide clients in making informed decisions regarding their financial futures.
• Monitor client progress and adjust strategies as needed to ensure successful outcomes.

Skills

Adaptable

Leadership

Organizational skills

Communication

Interpersonal skills

Independent client management

Education

Bachelor’s degree in Finance, Business Administration or related field

Job description

PRU Life UK, Prime Summit Life Insurance Agency in Mandaluyong is seeking a Senior professional to lead a team of Financial Advisors and deliver personalized financial coaching. You will develop customized plans and educate clients on budgeting, saving, and investing, guiding them toward informed financial choices while monitoring progress.

The role offers a hybrid work setup in Mandaluyong with opportunities for growth, mentorship, and career development within the organization.