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Wealth Management Specialist

1 week ago

Manila, National Capital Region, Philippines 153 Life Insurance Agency Full time

Company Overview:

Pru Life UK is a leading life insurance company in the Philippines, providing accessible and affordable health and wealth protection solutions to Filipinos.

The company has a large agency force of over 39,000 licensed financial advisers and is known for pioneering investment-linked insurance in the Philippines.

Pru Life UK is headquartered in Uptown Bonifacio, Taguig City, Metro Manila, with 26 years of operations in the country.

We are committed to delivering exceptional service and value to our customers, while fostering a culture of excellence and innovation within our organization.

Job Description:

This is a part-time on-site role for a Financial Advisor located in Metro Manila at Pru Life UK.

The Financial Advisor will be responsible for providing financial planning, retirement planning, investment, and financial advisory services to clients on a day-to-day basis.

Our ideal candidate is a self-motivated individual with excellent communication and interpersonal skills, who is able to work independently and as part of a team.

Key Responsibilities:

  • Provide financial planning and advisory services to clients
  • Develop and implement effective sales strategies to meet business objectives
  • Build and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry trends and developments