Comprehensive Financial Planner

4 days ago


Pasig, National Capital Region, Philippines Black Orcas Summit Life Insurance Agency - Pru Life UK Full time
Job Summary

We are seeking a dedicated Financial Advisor to join our team at Black Orcas Summit Life Insurance Agency - Pru Life UK. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to work independently and in a team environment.

The successful candidate will be responsible for developing and implementing comprehensive financial plans, providing financial advice, and assisting clients with retirement planning. They will also be expected to recommend appropriate investment strategies, identify clients' financial goals, conduct regular reviews of financial plans, and stay up-to-date with financial products and regulations.

This is a full-time hybrid role located in Pasig, but offers the flexibility of some work from home arrangements. If you are a motivated and organized individual with a passion for finance and customer service, we encourage you to apply.



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