Wealth Planner: Create Personal Financial Roadmaps

Pru Life UK

Philippines

On-site

PHP 300,000 - 540,000

Full time

14 days+

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Job summary

Pru Life UK in the Philippines is seeking a Financial Advisor to guide clients in making sound financial decisions across planning, investments, insurance and other solutions. You will tailor strategies to individual goals, build lasting client relationships, and provide ongoing support.

The role includes a mix of advisory, planning, sales, and continuous training to stay current with products and regulations.

Qualifications

Bachelor's degree in any field will be considered for qualified candidates.
Strong interpersonal and communication skills, both verbal and written.
Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
Self-motivated, goal-oriented, and able to work independently or as part of a team.
Sales experience is an advantage but not required; training will be provided.
Open to fresh graduates and career shifters passionate about helping others achieve financial security.

Responsibilities

Build and maintain relationships with individual and corporate clients.
Conduct financial needs analysis to understand clients goals and risk tolerance.
Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
Offer advice on risk management and wealth-building strategies.
Educate clients about market trends, product offerings, and financial best practices.
Proactively identify new clients through networking, referrals, and lead generation.
Present and promote financial products that align with clients' needs.
Meet or exceed sales targets and contribute to the teams overall performance.
Participate in training programs to stay updated on financial products, market conditions, and industry regulations.