Unit Manager

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

Hybrid - Mandaluyong No Exp Required Bachelor Full-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Anniversary Gifts, Annual Appraisal, Employee of the Month Award, Employee Recognition Program, Incentives, Quarterly Gifts

Government Mandated Benefits

Employee Loan

Insurance Health & Wellness

HMO

Others

Company Social Events

Annual Company Trip, Free Meals, Retirement Plan

Professional Development

Work-Life Balance

Flexible Hours, Work from Home

Company: PruLife UK, Prime Summit Life Insurance Agency

Location: Mandaluyong, City

Work Schedule: Hybrid

• 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.

Requirements

• Educational Qualifications:Bachelor’s degree in Finance, Business Administration, or a related field.
• Skills and Competencies:Adaptable with a strong growth mindset,Leadership-oriented mindset with excellent organizational skills, Excellent communication and interpersonal skills, and Ability to work independently and manage client relationships effectively.

Working Location

The Columbia Tower. H3V4+QFQ, Ortigas Ave, Mandaluyong, Metro Manila, Philippines

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