Financial Consultant

2 days ago

Makati City, National Capital Region, Philippines Team Chelley_Financial Advisor Full time ₱120,000 - ₱180,000 per year
Position Title: Financial Consultant

Company: Pru Life UK

Job Summary:

The Financial Consultant is responsible for providing professional financial guidance to clients, helping them achieve financial stability and long-term security. The role includes conducting comprehensive financial assessments, offering customized insurance and investment solutions, and maintaining strong client relationships built on trust and service excellence.

Key Responsibilities:
  • Conduct financial needs analyses to identify client goals and requirements.
  • Recommend suitable Pru Life UK insurance and investment solutions.
  • Develop and maintain long-term client relationships.
  • Meet individual and team sales targets.
  • Ensure compliance with all company and regulatory standards.
Qualifications:
  • Bachelor's degree.
  • Excellent communication, presentation, and interpersonal skills.
  • Self-motivated, goal-oriented, and able to work independently.
  • Willingness to undergo training and obtain required licensing.
What We Offer:
  • Competitive commissions and performance incentives
  • Extensive training and career development programs
  • Fast-track promotion and leadership opportunities
  • Flexible schedule and work-life balance
  • Travel incentives and recognition awards
  • Supportive, professional, and growth-driven environment

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