Financial Planning Specialist

2 months ago


Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time
About the Role:

We are seeking a skilled Financial Planning Specialist to join our team at Pru Life UK - LSLIA.

The successful candidate will be responsible for offering expert financial advice and educating clients on insurance, savings, and investment services to help them achieve their long-term financial goals.

Main Responsibilities:

  • Assess clients' financial situations and develop tailored financial solutions.
  • Provide regular financial check-ups and recommendations to clients.
  • Stay up-to-date with industry developments and regulatory requirements.

What We Offer:

  • Competitive commission structure.
  • Performance bonuses and incentives.
  • Opportunities for professional growth and development.
  • A supportive and collaborative work environment.

Requirements:

  • College graduate or equivalent.
  • No prior work experience required.
  • Ability to learn and adapt quickly.


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