Pru Life UK

4 weeks ago


Calamba, Philippines Michael Oliver De Asis Insurance Services Inc. Full time

Job Description: Financial Consultant As a Financial Consultant at Pru Life UK , you will play a vital role in helping individuals and families secure their financial future. You’ll guide clients in making informed financial decisions, offering solutions that match their goals, values, and lifestyle. Key Responsibilities Understand Client Needs – Meet with clients to assess their financial objectives, risk tolerance, income, expenses, and assets. Provide Tailored Solutions – Recommend products and services such as investments, insurance coverage, savings, and debt management tools. Develop Financial Plans – Create personalized strategies to help clients achieve both short-term and long-term financial goals. Conduct Market Research – Stay updated on financial trends, products, and opportunities to deliver relevant and effective advice. Prepare Financial Reports – Draft income projections, investment summaries, and other supporting documents for clients. Ensure Compliance – Adhere to industry regulations and ethical standards in all client dealings. Build Relationships – Maintain and grow a strong client base through trust, service excellence, and consistent support. Prospect & Network – Identify and engage potential clients to expand your portfolio. Perks & Benefits Free Online Training – Access continuous learning and development programs at no cost. Work-from-Home Flexibility – Enjoy the convenience of working anytime, anywhere. Performance-Based Bonuses – Receive monthly and quarterly incentives for outstanding results. HMO, Group Life Insurance, and Retirement Fund Weekly Income Crediting – Benefit from consistent and timely income payouts. Travel Incentives – Qualify for all-expense-paid national and international trips. ✨ This role is more than just offering financial advice—it’s about empowering people to live with confidence knowing their future is secure. #J-18808-Ljbffr



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