Financial Planning Specialist

1 month ago


Tacloban City, Eastern Visayas, Philippines PRU LIFE U.K. STR Unit Full time
Financial Advisor

At PRU LIFE U.K. STR Unit, we are seeking a highly motivated and skilled Financial Advisor to join our team.

About the Role

We are looking for an individual who is passionate about educating clients about financial literacy and advocating for their well-being. The ideal candidate will have excellent communication skills, be willing to travel for incentive trips, and be proactive in participating in team activities.

Key Responsibilities
  • Help clients create personalized financial plans to achieve their goals.
  • Provide expert advice on investments and insurance to clients.
  • Build long-term relationships with clients and collaborate with other financial planners.
  • Assess the financial needs of individuals and provide guidance on budgeting and saving.
What We Offer
  • Limitless income potential and financial security.
  • Local and international travel opportunities.
  • Cash incentives and awards for outstanding performance.
  • Opportunities for career and personal growth.
  • A comprehensive savings plan and health maintenance organization (HMO) benefits.
  • A healthy work-life balance with time freedom.


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