Financial Planning Expert

2 days ago


Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time
PruLife UK- Team Christine seeks a Financial Planning Expert to provide expert advice on financial planning, investments, and insurance solutions. As a key member of the team, you will guide clients in making sound financial decisions by understanding their unique financial goals and tailoring strategies to help them achieve financial security and success.

Key Responsibilities:
  • Build and maintain relationships with individual and corporate clients.
  • Conduct financial needs analysis to understand clients' goals and risk tolerance.
  • Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.

Sales and Business Development:
  1. Proactively identify new clients through networking, referrals, and lead generation.
  2. Present and promote financial products that align with clients' needs.

Training and Development:
  • Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
  • Obtain necessary certifications and licenses to practice as a financial advisor.


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