Financial Consultant

3 weeks ago

Bulacan, Philippines Pru Life UK Full time

Financial Consultant – Pru Life UK We are looking for a motivated and client‑focused Financial Consultant to join our team. In this role you will deliver expert financial advice and life insurance solutions. Key Responsibilities Conduct one‑on‑one client consultations to assess financial goals, needs, and existing coverage. Create detailed financial plans and strategies addressing life insurance, retirement planning, and investment strategies. Recommend and explain insurance products that best meet clients’ financial goals and risk profiles. Review and manage clients’ insurance portfolios, recommending adjustments for optimal performance. Ensure all financial advice and transactions comply with industry regulations and company policies. Build and maintain strong client relationships through follow‑ups, excellent customer service, and tailored solutions. Stay updated on market trends, insurance products, and industry developments. Qualifications Any 4‑year course graduate. Fresh graduates welcome. Goal‑driven with strong communication skills. Experience in sales or financial services is a plus. Benefits & Compensation Php 20K–40K weekly income. Local and international travel opportunities. Free HMO. Agent Savings Plan. Part‑time or full‑time options. For full‑time sales managers: extra 20K–100K. Employment Details Seniority level: Entry level. Employment type: Full‑time. Industry: Insurance. Location: National Capital Region, Philippines (remote options available). #J-18808-Ljbffr

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