part-time/ full time wfh assistant unit manager

5 days ago

Makati City, National Capital Region, Philippines DANICA GONZAGA-PRULIFE UK FINANCIAL CONSULTANT Full time ₱150,000 - ₱250,000 per year

About the role

We are seeking a motivated and driven Part-Time Financial Consultant to Assistant Unit Manager to join our team at PRULIFE UK in Makati City Metro Manila. In this role, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals. This is a part-time opportunity, offering the flexibility to balance your work and personal commitments.

What you'll be doing

  • Conduct client needs assessments and develop customized financial plans
  • Provide advice and guidance on investment strategies, insurance products, and wealth management solutions
  • Build and maintain strong client relationships through proactive communication and excellent customer service
  • Collaborate with the Unit Manager to develop and implement sales and marketing strategies
  • Assist in the training and development of junior financial consultants
  • Ensure compliance with all relevant regulations and industry standards

What we're looking for

  • Graduate of any 4-year course.
  • Can do this at least 15-20 hrs per week.
  • No experience required.
  • Willing to attend free trainings and mentoring sessions.
  • Willing to attend monthly meeting/catch up via zoom or FTF.
  • Goal-oriented with a drive to succeed

What we offer

  • Competitive commission structure
  • Comprehensive training and development opportunities
  • Flexible work arrangements to support work-life balance
  • Opportunities for career advancement and leadership roles
  • Supportive and collaborative team environment

About us

Prulife is a leading life insurance and financial services provider. Established to offer innovative insurance products, it focuses on empowering individuals and families through financial security and wealth management solutions. Prulife's offerings include life insurance, investment-linked plans, health insurance, and retirement savings products. The company is committed to customer-centric services, leveraging technology and personalized financial advice to help clients achieve their financial goals. With a strong presence in various markets, Prulife emphasizes trust, integrity, and long-term relationships with its clients.

Apply now and take the first step towards a rewarding career in financial planning with PRULIFE UK

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