Strategic Wealth & Retirement Advisor

Pru Life U.K. - Global Amazonite Branch; Pasig; On-site; PHP 334,800 - 669,600; Full time

Job summary

A financial services company in the Philippines is seeking Financial Advisors to provide life and health insurance plans. The role involves teaching wealth management and investment strategies, and assisting clients with retirement planning and inheritance strategies. Candidates must be licensed professionals with strong communication skills. An ideal candidate will have a mobile phone for communication; a tablet or laptop is optional.

Qualifications

• Licensed professional in financial advisory.
• Effective communication skills required.
• Ability to teach and guide clients.

Responsibilities

• Teach Financial Wealth Management.
• Teaches Investment strategies.
• Promote proper savings and help client plan for inheritance.
• Assist with wealth transfer and retirement planning.
• Provide pre-emptive solutions for Life Uncertainties.

Job description

A financial services company in the Philippines is seeking Financial Advisors to provide life and health insurance plans. The role involves teaching wealth management and investment strategies, and assisting clients with retirement planning and inheritance strategies. Candidates must be licensed professionals with strong communication skills. An ideal candidate will have a mobile phone for communication; a tablet or laptop is optional.