We are seeking a motivated and driven Financial Consultant to join our team at Pru Life UK. This is a part-time role based in Ortigas Pasig City Metro Manila. As a Financial Consultant, you will play a crucial role in providing personalised financial advice and solutions to our valued clients, helping them achieve their financial goals.
What you'll be doing Develop and maintain a portfolio of clients by providing comprehensive financial planning and investment adviceConduct client needs analyses to understand their financial objectives, risk profiles and investment preferencesRecommend and implement appropriate insurance, investment and wealth management products and servicesBuild strong, trusted relationships with clients through excellent customer service and regular communicationStay up-to-date with market trends, regulatory changes and the latest financial products and servicesCollaborate with the wider team to share best practices and support the growth of the businessWhat we're looking for Strong sales and customer service skills with the ability to effectively communicate financial concepts to clientsDetailed knowledge of the insurance and financial services industry, including products, regulations and compliance requirementsProven track record of achieving sales targets and providing exceptional client experiencesExcellent analytical and problem-solving skills to understand client needs and develop tailored solutionsRelevant qualifications in finance, insurance or a related field, or a willingness to obtain themConfident, self-motivated and able to work independently as well as part of a teamWhat we offer Competitive commission structure and performance-based incentivesComprehensive training and ongoing professional development opportunitiesSupportive and collaborative team environment with opportunities for career advancementFlexible work arrangements to maintain a healthy work-life balanceAccess to discounts on Pru Life UK products and servicesAbout us Pru Life UK is a leading insurance provider in the Philippines, offering a wide range of life and investment-linked products to help our clients protect their financial future. With a strong commitment to innovation, customer service and social responsibility, we are dedicated to empowering Filipinos to achieve their aspirations. Join our team and be part of our mission to make a positive impact on the lives of our clients and the community.
Apply now to become our next Financial Consultant.
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