Financial Planner

2 days ago


Mandaluyong City, National Capital Region, Philippines Axis Life Insurance Agency Inc. - PRU LIFE UK Full time

At Axis Life Insurance Agency Inc. - PRU LIFE UK, we seek a skilled Financial Planner to join our team.

The ideal candidate will have a bachelor's degree in any field and possess strong sales, negotiation, and interpersonal skills.

Key Responsibilities:
  • Analyze clients' financial goals, income, expenses, and risk tolerance.
  • Develop and recommend customized financial plans, including investments, retirement, tax strategies, and estate planning.
  • Educate clients on wealth management and savings strategies.
  • Assess clients' insurance needs and recommend suitable policies.

We offer a dynamic work environment where you can build long-term relationships with clients, conduct financial reviews, and adjust plans as their needs evolve.


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