Build Your Career as a Financial Consultant with Pru Life UK

3 days ago

Mandaluyong City, National Capital Region, Philippines Michael Oliver De Asis Insurance Services Inc. Full time ₱500,000 - ₱1,000,000 per year
Job Description: Financial Consultant

As a Financial Consultant at Pru Life UK, you will play a vital role in helping individuals and families secure their financial future. You'll guide clients in making informed financial decisions, offering solutions that match their goals, values, and lifestyle.

Key Responsibilities

  • Understand Client Needs – Meet with clients to assess their financial objectives, risk tolerance, income, expenses, and assets.
  • Provide Tailored Solutions – Recommend products and services such as investments, insurance coverage, savings, and debt management tools.
  • Develop Financial Plans – Create personalized strategies to help clients achieve both short-term and long-term financial goals.
  • Conduct Market Research – Stay updated on financial trends, products, and opportunities to deliver relevant and effective advice.
  • Prepare Financial Reports – Draft income projections, investment summaries, and other supporting documents for clients.
  • Ensure Compliance – Adhere to industry regulations and ethical standards in all client dealings.
  • Build Relationships – Maintain and grow a strong client base through trust, service excellence, and consistent support.
  • Prospect & Network – Identify and engage potential clients to expand your portfolio.

Perks & Benefits

  • Free Online Training – Access continuous learning and development programs at no cost.
  • Work-from-Home Flexibility – Enjoy the convenience of working anytime, anywhere.
  • Performance-Based Bonuses – Receive monthly and quarterly incentives for outstanding results.
  • HMO, Group Life Insurance, and Retirement Fund
  • Weekly Income Crediting – Benefit from consistent and timely income payouts.
  • Travel Incentives – Qualify for all-expense-paid national and international trips.

This role is more than just offering financial advice—it's about empowering people to live with confidence knowing their future is secure.

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