Financial Advisor

3 days ago

Caloocan, Philippines Future First Talents Full time

Overview

  • Company: Pru Life UK
  • Location: Flexible / Remote / Branch-based
  • Employment Type: Commission-based with performance incentives
  • Industry: Insurance & Financial Services

Pru Life UK is looking for passionate and driven individuals to join our team as Financial Advisors . This role is ideal for professionals who want to build a purpose-driven career in helping clients achieve financial freedom through insurance, investment, and wealth planning solutions. Whether you're looking for career growth, flexibility, or income potential—this opportunity offers all three.

Key Responsibilities
  • Identify, engage, and build relationships with prospective clients
  • Provide personalized financial planning and insurance solutions tailored to clients' life stages and goals
  • Educate clients on life insurance, investment-linked products, and retirement planning
  • Assist clients with policy applications, claims, and account servicing
  • Conduct regular financial reviews and offer advice based on changing client needs or market trends
  • Achieve or exceed individual and team sales targets
  • Attend training programs and company-led events for professional development and product updates
  • Represent the Pru Life UK brand with integrity, professionalism, and care
Qualifications
  • College graduate (any course)
  • Previous experience in sales, banking, real estate, customer service , or related fields is an advantage
  • Excellent communication and interpersonal skills
  • Self-motivated, goal-oriented, and coachable
  • Must be willing to undergo Pru Life UK’s training and licensing process
  • Open to flexible work schedules and field/remote client engagements
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