Financial Advisor

5 days ago


Taguig, Philippines Borromeo Insurance Agency of Pru Life UK Full time

12 hours ago Be among the first 25 applicants

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Borromeo Insurance Agency, Inc is a General Agency operating exclusively with Pru Life U.K. The agency is composed of expertly-trained professionals and licensed Financial Advisors and Wealth Management Consultants. Borromeo Insurance Agency is dedicated to providing top-notch financial and insurance services. Our team is committed to helping clients achieve their financial goals with tailored solutions and professional advice.

Role Description

This is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing clients with expert financial planning, creating personalized financial plans, assisting with retirement planning, and managing investments. The Financial Advisor will also provide financial advisory services, helping clients make informed decisions to achieve their financial goals.

Qualifications

  • Skills in Financial Planning, Finance, and Financial Advisory
  • Experience with Retirement Planning and Investments
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Experiences in the insurance industry is a plus
Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Part-time
Job function
  • Job function Finance and Sales
  • Industries Insurance

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